SW
SW

Schuyler White

42 Years of Experience
Chula Vista, CA
Broker

Schuyler White is a registered investment advisor at Wells Fargo Advisors, based in Chula Vista, CA, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

880 Canarios Ct, Ste 200, Chula Vista, CA, 91910-8710

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Schuyler has 100% ownership in Schuyler R. White and Son Inc. and spends full-time on it. He also acts as a trustee for multiple 401Ks and a client trust, and co-owns MS Petigrews Home for Wayward Girls, LLC with his spouse, spending minimal time rehabbing and selling FJ40 Land Cruisers.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Wells Fargo Advisors
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - November 2021 · 13 yrs 10 mos
Wells Fargo Clearing Services, LLC
January 2008 - November 2021 · 13 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
February 2006 - January 2008 · 1 yr 11 mos
A. G. Edwards & Sons, INC.
February 2006 - January 2008 · 1 yr 11 mos
Morgan Stanley
July 1997 - February 2006 · 8 yrs 7 mos
Morgan Stanley Dw INC.Broker
June 1997 - February 2006 · 8 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
February 1991 - May 1997 · 6 yrs 3 mos
Prudential-Bache Securities INC.Broker
August 1989 - February 1991 · 1 yr 6 mos
Thomson Mckinnon Securities INC.Broker
May 1987 - August 1989 · 2 yrs 3 mos
E. F. Hutton & Company INCBroker
October 1985 - April 1987 · 1 yr 6 mos
First Jersey Securities, INC.Broker
January 1984 - September 1985 · 1 yr 8 mos
State Registrations2 states
CAMD
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.