Paul S. White

BERKELEY,

BOISE, ID 83703

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CRD#: 1411481

Professional summary

Paul Stephen White, who also goes by Steve White, is a registered financial advisor currently at BERKELEY, INC located in Boise, Idaho.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Paul has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve White

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Stephen White's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 3, 2003 - Present

BERKELEY, INC

Office #1: 6001 W State Street Suite B, Boise, ID 83703

RIA

CRD#: 117667

BOISE, ID

Past

January 1, 2001 - December 6, 2002

SELWAY ASSET MANAGEMENT, INC.

RIA

CRD#: 104638

BOISE, ID

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BERKELEY, INC

CRD#: 117667 / SEC#: 801-62959

RIA

Registered Investment Advisory firm - (3/30/2004 Approved)

Idaho

Registered Investment Advisory firm - (3/30/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(3/3/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/13/2000

Uniform Investment Adviser Law Examination

Current Firm

BERKELEY, INC

CRD#: 117667 / SEC#: 801-62959

RIA

Registered Investment Advisory firm - (3/30/2004 Approved)

Idaho

Registered Investment Advisory firm - (3/30/2004 Terminated)

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Contact information

Main Address

3778 Plantation River Drive Suite 102, Boise, ID 83703

Mailing Address

Phone number

(208) 853-6980

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BERKELEY, INC FORM ADV PART 2A (3/10/2025)

Regulatory assets under management

Total Number of Accounts	761
AUM (Assets Under Management)	$ 595,858,211

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Paul S. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Stephen White's CRS (Customer Relationship Summary).

Certified licenses

Experience

BERKELEY, INC

SELWAY ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

BERKELEY, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/13/2000

Current Firm

BERKELEY, INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BERKELEY, INC

TRUST BUT VERIFY

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