SW
SW

Schuyler White

4 Years of Experience
Chula Vista, CA
Broker

Schuyler White is a registered investment advisor at Wells Fargo Advisors, based in Chula Vista, CA, with 4 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.

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Location

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

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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.

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Other Business Activities

Schuyler owns rental property and The White Family LLC, and is a trustee for a family friend's trust. He also owns SRW Investments; these activities take up a significant amount of Schuyler's time, including a full-time commitment to The White Family LLC and SRW Investments.

Employment History
Current Registrations
Wells Fargo Advisors
April 2022 - Present · 4 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2022 - Present · 4 yrs 8 mos
State Registrations22 states
ARAZCACOFLGAHIIDINMAMDMIMTNMNVNYORTNTXUTVTWA
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.