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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

MARK WHITE

Advisor at STRATEGIC ADVISERS LLC

MARLTON, NJ | PHILADELPHIA, PA

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Search this name across graphsid dfx:ria:e16c74b3-9ba4-c578-aeb8-0638d283cde2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 3, 2003 to Sep 15, 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: Nov 1, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66|S63
First exam: Nov 1, 2001
First registration: Oct 3, 2003
Dual registered: yes, broker-dealer
Other names: MARK EDWARD WHITE
IAPD individual key: 4018248

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	MARLTON, NJ\|PHILADELPHIA, PA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Sep 20, 2022	Mar 31, 2025	no	PHILADELPHIA, PA	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	May 24, 2018	Sep 2, 2022	no	CONSHOHOCKEN, PA\|STAMFORD, CT\|MARLTON, NJ\|CONSHOHOCKEN, PA\|MARLTON, NJ\|JOHNSTON, RI	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 3, 2003	Mar 6, 2018	no	PENNINGTON, NJ\|NEW YORK, NY\|PENNINGTON, NJ\|PHILADELPHIA, PA\|NEW YORK, NY\|NEW YORK, NY	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
CITIZENS SECURITIES, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Sep 2, 2022	Sep 20, 2022	18	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIZENS SECURITIES, INC.	Mar 6, 2018	May 24, 2018	79	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Sep 20, 2022 to Mar 31, 2025factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
May 24, 2018 to Sep 2, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 3, 2003 to Mar 6, 2018factForm ADV

Dated events

Occurred
Sep 2, 2022
Advisor changed firm
Mark White left Citizens Securities, Inc. for Fidelity Personal And Workplace Advisors (registered 2022-09-20)
Form ADVobserved 6 days ago