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Robert Ingersoll White

Kpmg Corporate Finance LLC

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About Robert Ingersoll White

Robert Ingersoll White has been in the securities industry since July 19, 2000. Robert is currently registered with KPMG Corporate Finance LLC. Robert has also been previously registered with M&T Securities, Inc. and Allfirst Brokerage Corporation. Robert holds licenses in the following series: Series 63, Series 79TO, SIE, Series 7 and Series 24. Robert is currently registered in 36 states for securities transactions.

Firm Information

Robert White is currently registered with Kpmg Corporate Finance LLC. Kpmg Corporate Finance LLC is a Limited Liability Company formed in February 2000. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Robert White’s Registration & Firm History

MD

05/06/2021 - Present

Kpmg Corporate Finance LLC (BALTIMORE MD)

MD

05/15/2006 - 04/28/2021

M&T SECURITIES, INC. (Baltimore MD)

MD

05/01/2003 - 04/28/2006

M&T SECURITIES, INC. (BALTIMORE MD)

MD

09/04/2001 - 05/01/2003

ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)

IL

06/08/2000 - 08/15/2001

PRICEWATERHOUSECOOPERS SECURITIES LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 06/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2021

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Ingersoll White.
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