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RIA / WealthAdvisor18 years in industry

Seamus Ryan White

Advisor at FISHER INVESTMENTS

CAMAS, WA | PLANO, TX

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Search this name across graphsid dfx:ria:ff332745-c08e-a511-07b5-78c494b86729

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Jul 29, 2021 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: FISHER INVESTMENTS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jul 22, 2021
First registration: Jul 29, 2021
Dual registered: no
Other names: Seamus Ryan White|Seamus R White
IAPD individual key: 7255723

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
FISHER INVESTMENTS	Independent wealth	Aug 15, 2024	n/a	yes	PLANO, TX\|CAMAS, WA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 16, 2023	Jun 18, 2024	no	PHOENIX, AZ	Previous registration
MORGAN STANLEY	Wirehouse	Mar 1, 2023	May 25, 2023	no	GILBERT, AZ	Previous registration
EMBARK WEALTH MANAGEMENT, LLC	Independent wealth	Mar 31, 2022	May 24, 2023	no	TEMPE, AZ	Previous registration
FORM PROSPERITY WEALTH ADVISORS, LLC	Independent wealth	Jul 29, 2021	Feb 17, 2022	no	CHANDLER, AZ	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FISHER INVESTMENTS	Jun 18, 2024	Aug 15, 2024	58	Firm change	Wirehouse to RIA
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 25, 2023	Jun 16, 2023	22	Firm change	Wirehouse to wirehouse
EMBARK WEALTH MANAGEMENT, LLC	MORGAN STANLEY	May 24, 2023	Mar 1, 2023	-84	Firm change after gap	RIA to wirehouse
FORM PROSPERITY WEALTH ADVISORS, LLC	EMBARK WEALTH MANAGEMENT, LLC	Feb 17, 2022	Mar 31, 2022	42	Firm change	RIA to RIA

Relationships

Registered with (5)

→ FISHER INVESTMENTSRegistered adviserregistration: current employment
Aug 15, 2024 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 16, 2023 to Jun 18, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 1, 2023 to May 25, 2023factForm ADV
→ EMBARK WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 31, 2022 to May 24, 2023factForm ADV
→ FORM PROSPERITY WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 29, 2021 to Feb 17, 2022factForm ADV

Dated events

Occurred
Jun 18, 2024
Advisor changed firm
Seamus Ryan White left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Fisher Investments (registered 2024-08-15)
Form ADVobserved 5 days ago
Occurred
May 25, 2023
Advisor changed firm
Seamus Ryan White left Morgan Stanley for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-06-16)
Form ADVobserved 5 days ago
Occurred
May 24, 2023
Advisor changed firm
Seamus Ryan White left Embark Wealth Management, Llc for Morgan Stanley (registered 2023-03-01)
Form ADVobserved 5 days ago
Occurred
Feb 17, 2022
Advisor changed firm
Seamus Ryan White left Form Prosperity Wealth Advisors, Llc for Embark Wealth Management, Llc (registered 2022-03-31)
Form ADVobserved 5 days ago