Lance Alan White

Employer firm

New Edge Wealth CRD 307771

$19.9B regulatory AUM 37 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → 10/2019
  Ubs Financial Services Inc
  New Albany, OH
• 10/2019 → 07/2026
  Morgan Stanley Smith Barney Llc
  New Albany, OH
• 10/2019 → 07/2026
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2026 → Present
  Newedge Wealth
  Stamford, CT
• 10/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-10-07 → 2026-07-30
  Morgan Stanley
  Columbus, OH
  Naples, FL
  Dublin, OH
  New Albany, OH
• 2008-09-19 → 2019-10-16
  Ubs Financial Services Inc.
  Naples, FL
  New Albany, OH
• 2007-04-02 → 2008-09-22
  Morgan Stanley & Co. Llc
  Columbus, OH
• 1999-06-29 → 2007-04-02
  Morgan Stanley Dw Inc.
  Columbus, OH
  Columbus, OH

Other Businesses

1) *382047- Blue Horseshoe Partners LLC; Investment related Yes; New Albany, Ohio; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2011; During business hours: 0; After business hours: 5; Property Management 2) *382049 - LAW Investments Ltd; Investment related - Yes; New albany, Ohio; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2013; During business hours: 5; After business hours: 5; 3) *408684 - Lance White LLC; Investment related - Yes; Naples, Florida; Investment/Finance/Banking; Managing Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2014; During business hours: 1; After business hours: 0; Investment Decisions/Advice 4) *408502 - Power of Attorney; Investment related Yes; Gahanna, OH; Aug 2020; During business hours: 1; After business hours: 0 5) *383381 - LC Partners Investment LLC; Investment related -Yes; New Albany, Ohio; Technology; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 1; After business hours: 0; Administrative 6) *435435 - LAW Investments II Ltd; Investment related - Yes; New albany, Ohio; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 1; After business hours: 0; Property Management 7)*466854- RKM, LLC; Investment related -Yes; New Albany, Ohio; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 3; Property Management 8.11 Ventures LLC*Yes INvest*Naples FL*Venture Capital firm exclusively partnering with New Edge Capital Group on SPVs and Funds*Managing Partner*Finding venture opportunities to partner with New Edge*6/5/26*6 Hrs Trade/25 Non trade 9.Blue Horseshoe Capital LLC*Yes INvest*390 Willet Avenue*Venture Capital firm that invests in Venture companies, forms SPVs and markets and sells them to clients*Managing Partner*Sourcing deals, forming SPVs and funds and marketing to clients and prospects.*7/3/26*7 Hrs Trade/25 Non trade

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-13
• S63 Uniform Securities Agent State Law Examination
  1996-02-02