Aaron White is a CFP-designated registered investment advisor, based in Daly City, CA, with 16 years of industry experience.
Location
Daly City, CA
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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.
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Aaron is a consultant for Adero Partners, LLC, an investment firm, providing consultative support and assistance to transition the business. This activity requires minimal time commitment.
Employment History
Current Registrations
Cache Securities LLC
April 2025 - Present · 1 yr
Cache Securities LLCBroker
April 2025 - Present · 1 yr
Cache Advisors LLC
March 2025 - Present · 1 yr 1 mo
Previous Registrations
Adero Partners, LLC
August 2018 - March 2025 · 6 yrs 7 mos
Vista Wealth Management, LLC
September 2009 - August 2018 · 8 yrs 11 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.