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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

ANDREW WHITE

Advisor at STRATEGIC ADVISERS LLC

BIRMINGHAM, AL

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Search this name across graphsid dfx:ria:965ddfe0-842e-7561-a581-04ada552edc0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 15, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 16, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 16, 2010
First registration: Dec 15, 2010
Dual registered: yes, broker-dealer
Other names: ANDY YOE WHITE|ANDREW YOE WHITE|Andrew White|ANDY WHITE
IAPD individual key: 5715900

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	BIRMINGHAM, AL\|BIRMINGHAM, AL	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 28, 2024	Mar 31, 2025	no	BIRMINGHAM, AL	Previous registration
MERIT WEALTH MANAGEMENT, LLC	n/a	Apr 11, 2023	Jul 17, 2023	no	FRANKLIN, TN\|Charlotte, NC	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Jan 12, 2017	Apr 10, 2023	no	Charlotte, NC	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Dec 15, 2010	May 10, 2016	no	BIRMINGHAM, AL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
MERIT WEALTH MANAGEMENT, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 17, 2023	Mar 28, 2024	255	Firm change	Other
VANGUARD ADVISERS, INC.	MERIT WEALTH MANAGEMENT, LLC	Apr 10, 2023	Apr 11, 2023	1	Firm change	Other
PARK AVENUE SECURITIES LLC	VANGUARD ADVISERS, INC.	May 10, 2016	Jan 12, 2017	247	Firm change	Other

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 28, 2024 to Mar 31, 2025factForm ADV
→ MERIT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 11, 2023 to Jul 17, 2023factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Jan 12, 2017 to Apr 10, 2023factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Dec 15, 2010 to May 10, 2016factForm ADV

Dated events

Occurred
Jul 17, 2023
Advisor changed firm
Andrew White left Merit Wealth Management, Llc for Fidelity Personal And Workplace Advisors (registered 2024-03-28)
Form ADVobserved 5 days ago
Occurred
Apr 10, 2023
Advisor changed firm
Andrew White left Vanguard Advisers, Inc. for Merit Wealth Management, Llc (registered 2023-04-11)
Form ADVobserved 5 days ago