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Garrett White

Strategic Advisers LLC

Merrimack, NH

Amesbury, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-09-05
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2025-09-05
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Amesbury, MA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 05/2020 09/2021
Morgan Stanley Norwell MA 06/2017 08/2017
Teamworks Inc. Acton MA 06/2018 08/2018
Merrill Lynch Princeton NJ 06/2019 08/2019
Fidelity Investments Smithfield RI 09/2021 Present
Fairfield University Fairfield CT 02/2018 05/2020
Boston University Boston MA 08/2017 12/2017
Franklin & Marshall College Lancaster PA 08/2016 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → 09/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Lincoln, RI
  • 06/2017 → 08/2017
    Morgan Stanley
    Norwell, MA
  • 06/2018 → 08/2018
    Teamworks Inc.
    Acton, MA
  • 06/2019 → 08/2019
    Merrill Lynch
    Princeton, NJ
  • 09/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 02/2018 → 05/2020
    Fairfield University
    Fairfield, CT
  • 08/2017 → 12/2017
    Boston University
    Boston, MA
  • 08/2016 → 06/2017
    Franklin & Marshall College
    Lancaster, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-12
  • S66 Uniform Combined State Law Examination
    2021-03-12
Other Names
  • Garrett Andrew White

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

More in Merrimack, NH

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