Kevin
White

Fidelity Personal And Workplace Advisors

CRD#5550255
Investment Advisor
in Scarsdale, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kevin White is an investment advisor who is based out of Scarsdale, New York. Currently a registered financial advisor with Fidelity Personal And Workplace Advisors, White has nine years of professional experience as a financial advisor. White has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. White is registered to serve clients based out of New Jersey. During their career, the advisor has held roles at Morgan Stanley Smith Barney, Merrill Lynch, Pierce Fenner & Smith Inc, Bank Of America, N.A, J.P. Morgan Securities LLC, Star Shine, Lpl Financial, LLC, Gladstone Institutional Advisory, LLC and Fidelity Brokerage Services LLC. Fidelity Personal And Workplace Advisors is headquartered in Scarsdale, New York, and operates out of 25 other brick-and-mortar locations in the United States. In total, Fidelity Personal And Workplace Advisors oversees $338 billion in assets dispersed across 914,878 client accounts and retains more than 6,722 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

Greenville Shopping Center 799 Central Park Ave.
Scarsdale, NY 10583

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$338,001,104,173

NY Average: $16,012,751,954
Total Number of Employees

6,722

NY Average: 118
Total Number of Accounts

914,878

NY Average: 4,567
Average Account Size

$369,449

NY Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kevin White Work History

Kevin has 10 years of experience.

2018 - Present (2 years)

Fidelity Brokerage Services LLC

2016 - 2017 (1 year)

Lpl Financial, LLC

2016 - 2017 (1 year)

Gladstone Institutional Advisory, LLC

2015 - 2018 (3 years)

Star Shine

2014 - 2016 (2 years)

J.P. Morgan Securities LLC

2012 - 2014 (2 years)

Bank Of America, N.A

2011 - 2014 (3 years)

Merrill Lynch, Pierce Fenner & Smith Inc

2010 - 2011 (1 year)

Morgan Stanley Smith Barney

Disclosures

Kevin White has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Vivian Skawinski
Naperville, IL
Mitchel Ludtke
Portland, OR
Cara Christous
Boston, MA
Kenneth Ray
Jacksonville, FL
Samuel Taylor
Mc Lean, VA
Jordan Bowman
Merrimack, NH
Charles Hudelot
Boston, MA
Cameron Edens
Salt Lake City, UT

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started