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Michelle White

Strategic Advisers LLC

Raleigh, NC

Durham, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Raleigh, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Charles Schwab & Co., Inc. Phoenix AZ 07/2017 08/2018
Hilton Worldwide Phoenix AZ 07/2015 06/2017
Arizona State University Tempe AZ 08/2014 05/2017
Homemaker Columbus MS 09/2018 05/2019
Lpl Financial Llc Columbus MS 05/2019 12/2020
Fidelity Investments Phoenix AZ 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2017 → 08/2018
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 07/2015 → 06/2017
    Hilton Worldwide
    Phoenix, AZ
  • 08/2014 → 05/2017
    Arizona State University
    Tempe, AZ
  • 09/2018 → 05/2019
    Homemaker
    Columbus, MS
  • 05/2019 → 12/2020
    Lpl Financial Llc
    Columbus, MS
  • 12/2020 → Present
    Fidelity Investments
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Vail, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-03
S63 Uniform Securities Agent State Law Examination 2017-10-27
  • S66 Uniform Combined State Law Examination
    2021-03-03
  • S63 Uniform Securities Agent State Law Examination
    2017-10-27
Other Names
  • Michele Catherine Patton
  • Michelle Catherine Patton
  • Michele C Patton
  • Michelle C Patton
  • Michele Catherine White
  • Michele C White
  • Michelle Patton
  • Michelle Catherine White

View on SEC IAPD

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