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Steven Douglas White

Fisher Investments

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About Steven Douglas White

Steven Douglas White is a financial advisor registered with Fisher Investments. Steven has been in the financial services industry for 8 years. Steven is a Certified Financial Planner and has passed the Series 7, Series 66 and SIE exams. Steven has previously worked for Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley. Steven's experience in the industry is in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Steven is currently registered in Pennsylvania and Texas.

Firm Information

Steven White is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Steven White’s Registration & Firm History

PA

05/17/2022 - Present

Fisher Investments (PHILADELPHIA PA)

PA

06/09/2020 - 05/11/2022

FIDELITY BROKERAGE SERVICES LLC (PHILADELPHIA PA)

PA

11/07/2016 - 06/01/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)

NJ

06/10/2014 - 10/31/2016

MORGAN STANLEY (MARLTON NJ)

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Licenses & Designations

BOTH

Issued 07/21/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Steven Douglas White. Review regulatory record here.
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