Robert White is a CFP, ChFC-designated registered investment advisor, based in New York City, NY, with 23 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
300 Madison Avenue, 29th Floor, New York City, NY, 10017
Get directionsHistory
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 →Employment History
Current Registrations
Hightower Securities, LLC
July 2010 - Present · 16 yrs 3 mos
Hightower Advisors, LLC
July 2010 - Present · 16 yrs 3 mos
Hightower Securities, LLCBroker
July 2010 - Present · 16 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
April 2005 - August 2010 · 5 yrs 4 mos
UBS Financial Services INC.Broker
April 2003 - August 2010 · 7 yrs 4 mos
State Registrations16 states
CACTDCFLMAMDNJNVNYOHPARISCTXVAVT
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.
More Advisors
- Nolan Kostulias, CFPCharles Schwab & CO., INC.
- Daniel Beniak, CFAHightower Advisors, LLC
- Chad Calaza, CFPCharles Schwab & CO., INC.
- Michael Ruzhansky, CFPJ. Safra Asset Management Corporation
- Robert Trimble, CFPCharles Schwab & CO., INC.
- Lorianne Rivas, CFPCharles Schwab & CO., INC.