Rodney E White

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-08-19

NY RA
APPROVED

Since 2026-08-19

Branch Locations

1212 Troy Schenectady Road, Latham, NY 12110 • 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

Organization	City	State	From	To
Thomaspartners, Inc.	Boston	MA	10/2014	03/2018
Charles Schwab Investment Advisory, Inc	Boston	MA	01/2018	09/2022
Morgan Stanley	Purchase	NY	10/2022	Present

10/2014 → 03/2018

Thomaspartners, Inc.

Boston, MA
01/2018 → 09/2022

Charles Schwab Investment Advisory, Inc

Boston, MA
10/2022 → Present

Morgan Stanley

Purchase, NY

Previous Registrations

2018-03-07 → 2022-03-10

Charles Schwab Investment Advisory, Inc.

Boston, MA

San Francisco, CA
2017-02-06 → 2018-03-30

Thomaspartners, Inc.

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-19
S65	Uniform Investment Adviser Law Examination	2017-01-30
S63	Uniform Securities Agent State Law Examination	1998-01-13

S66 Uniform Combined State Law Examination

2026-08-19
S65 Uniform Investment Adviser Law Examination

2017-01-30
S63 Uniform Securities Agent State Law Examination

1998-01-13

Other Names

Rodney White
Rodney Eugene White

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

EAGLE STRATEGIES LLC

MML INVESTORS SERVICES, LLC

CAPABLE WEALTH, LLC

LPL FINANCIAL LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

GALLAGHER FIDUCIARY ADVISORS, LLC

Other Investors

Becky M Sciortino

CHRISTOPHER MICHAEL INGEMIE

DANIEL SCOTT SULLIVAN

Nicholas Arthur Mattiello

John Michael Daniels

Zachary T Rupert

Christopher Welfley

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LATHAM, NY

AMERIPRISE FINANCIAL SERVICES, LLC · Latham, NY

EAGLE STRATEGIES LLC · LATHAM, NY

MML INVESTORS SERVICES, LLC · LATHAM, NY

CAPABLE WEALTH, LLC · LATHAM, NY

LPL FINANCIAL LLC · LATHAM, NY

LPL FINANCIAL LLC · LATHAM, NY

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · LATHAM, NY

More in Latham, NY

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