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Ronald White

40 Years of Experience
Atlanta, GA
2 DisclosuresBroker

Ronald White is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Atlanta, GA, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

3455 Peachtree Rd Ne, Atlanta, GA, 30326

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2025
Pending
Customer Dispute
May 2001
Closed-No Action
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - Present · 11 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2014 - Present · 11 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
November 2008 - December 2014 · 6 yrs 1 mo
UBS Financial Services INC.Broker
November 2008 - December 2014 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1998 - November 2008 · 10 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1998 - November 2008 · 10 yrs 10 mos
Nationsbanc Investments, INC.Broker
January 1998 - January 1998 · 0 mos
NationssecuritiesBroker
June 1993 - January 1998 · 4 yrs 7 mos
Nationsbanc Securities, INC.Broker
April 1993 - June 1993 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1985 - April 1993 · 7 yrs 7 mos
State Registrations24 states
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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.