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Andrew White

Strategic Advisers LLC

Birmingham, AL

Birmingham, AL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Birmingham, AL • United States

216 Summit Blvd Suite 218, Birmingham, AL 35243-3507 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Lincoln AL 07/2023 01/2024
Kaplan Professional Education Northport AL 03/2012 12/2016
Merit Wealth Management Bend OR 04/2023 06/2023
Fidelity Investments Birmingham AL 02/2024 Present
The Vanguard Group, Inc. Charlotte NC 01/2017 03/2023
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → 01/2024
    Unemployed
    Lincoln, AL
  • 03/2012 → 12/2016
    Kaplan Professional Education
    Northport, AL
  • 04/2023 → 06/2023
    Merit Wealth Management
    Bend, OR
  • 02/2024 → Present
    Fidelity Investments
    Birmingham, AL
  • 01/2017 → 03/2023
    The Vanguard Group, Inc.
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Birmingham, AL
  • 2023-04-11 → 2023-07-17
    Merit Wealth Management, Llc
    Charlotte, NC
    Franklin, TN
  • 2017-01-12 → 2023-04-10
    Vanguard Advisers, Inc.
    Charlotte, NC
  • 2010-12-15 → 2016-05-10
    Park Avenue Securities Llc
    Birmingham, AL
Other Businesses

OBA-106752|OrgNmn:Wipf and Stock Publishers|Org Addr:Eugene,Oregon,US|OBA Nature:Publishing company|Invst Rel:N|Title:Author|Duties:They published my book, "Seeds of Redemption: Buried Treasure in the Sacred Ground of Struggle," in 2021 through their subsidiary, Resource Pu|StrtDt:02-20-24|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-16
  • S66 Uniform Combined State Law Examination
    2010-06-16
Designations
Other Names
  • Andy Yoe White
  • Andrew Yoe White
  • Andrew White
  • Andy White

View on SEC IAPD

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