Steven
White
Fisher Investments
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About this Advisor
Steven White is a financial advisor based in Philadelphia, Pennsylvania, working with Fisher Investments. Steven has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Fisher Investments, and Fidelity Brokerage Services LLC. Steven has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Steven is part of Fisher Investments, which operates out of Philadelphia, Pennsylvania. The firm has 14 offices and 3,525 employees. The firm manages assets totaling $235.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Fisher Investments includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$235,943,355,465
3,525
148,462
$1,589,251
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Steven White Work History
Fisher Investments
Fidelity Brokerage Services LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley
Disclosures
Please visit the SEC profile of Steven White to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fisher Investments
San Mateo, CA
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Tampa, FL
Plano, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
