AW
AW

Andrew White

24 Years of Experience
Hanover, MA
Broker

Andrew White is a registered investment advisor at RBC Capital Markets, LLC, based in Hanover, MA, with 24 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
Loading...

Location

Hanover, MA

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

Andrew distributes outerwear under the name Spit Oudes, dedicating a few hours per week to sales. He also provided livery services through Uber as a sole proprietor until 2020, dedicating minimal time to it.

Employment History
Current Registrations
RBC Capital Markets, LLC
December 2005 - Present · 20 yrs 5 mos
RBC Capital Markets, LLCBroker
November 2005 - Present · 20 yrs 6 mos
RBC Capital Markets, LLC
November 2005 - Present · 20 yrs 6 mos
Previous Registrations
Advest, INC.Broker
July 2004 - December 2005 · 1 yr 5 mos
Triad Advisors, INC.Broker
August 2002 - September 2003 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
March 2000 - February 2002 · 1 yr 11 mos
State Registrations18 states
AZCACOCTFLILKYMAMDMONCNHNMNYRISDTNVirgin Islands
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.