Anthony S. White
UHLER VERTICH WHITE ADVISORS
Fort Myers, FL 33919-1068
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CRD#: 1826584
Professional summary
Anthony Scott White, CFP®, who also goes by Scott White, is a registered financial advisor currently at UHLER VERTICH WHITE ADVISORS located in Fort Myers, Florida and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Fort Myers, Florida.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Anthony has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott 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.
(1)Name of Business: Scott White Advisors, LLC Address: 1525 Grove Ave, Fort Myers, FL, 33901, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an LLC that exists until the final payment for Scott White Advisors is received from its May 18, 2023 sale. During this period the only function of the LLC will be receive payments from the sale, make disbursements to the owner and submit IRS required filings. Once the final payment is received, all funds will be distributed to the owner and the LLC will be terminated. (2)Name of Business: Uhler Vertich White Advisors Address: 1510 Royal Palm Sq Blvd Ste 103, Fort Myers, FL, 33919, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/09/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sell Long Term Care Insurance, Non-Variable Life Insurance and Non-Variable Annuities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Scott White's 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®
CFP®
Start date: 1999
Experience
Current
June 12, 2023 - Present
UHLER VERTICH WHITE ADVISORS
Office #1: 1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068RIA
CRD#: 130716
Fort Myers, FL
Current
January 4, 2002 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 1510 Royal Palm Sq. Blvd. Suite 103, Fort Myers, FL 33919BD
CRD#: 6694
Fort Myers, FL
Past
September 14, 2009 - March 7, 2013
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
FORT MYERS, FL
Past
April 24, 2006 - August 7, 2023
SCOTT WHITE ADVISORS, LLC
RIA
CRD#: 129972
FORT MYERS, FL
Past
January 4, 2002 - October 10, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
FT. MYERS, FL
Past
February 1, 1999 - November 16, 2001
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
Past
December 4, 1997 - February 1, 1999
WINGSPAN INVESTMENT SERVICES
BD
CRD#: 17516
CHICAGO, IL
Past
December 10, 1992 - October 14, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
May 5, 1988 - October 19, 1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
May 5, 1988 - October 19, 1992
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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".
UV
UHLER VERTICH WHITE ADVISORS
UHLER AND VERTICH FINANCIAL PLANNERS | UHLER VERTICH WHITE ADVISORS, LLC | UHLER VERTICH WHITE ADVISORS | UHLER AND VERTICH FINANCIAL PLANNERS, LLC | UHLER AND VERTICH FINANCIAL PLANNERS, L.L.P.
CRD#: 130716 / SEC#: 801-62896
RIA
Registered Investment Advisory firm - (3/12/2004 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/7/2025)
RR
Arkansas(1/4/2002)
RR
Florida(1/4/2002)
IAR
Florida(6/12/2023)
RR
Illinois(1/19/2006)
RR
Indiana(1/4/2002)
RR
Iowa(11/28/2016)
RR
Kentucky(12/9/2002)
RR
Louisiana(8/4/2022)
RR
Michigan(9/6/2022)
RR
Minnesota(7/5/2017)
RR
Missouri(4/6/2018)
RR
New Jersey(6/19/2013)
RR
New York(2/4/2020)
RR
North Carolina(6/11/2003)
RR
Ohio(8/6/2020)
RR
Oklahoma(8/4/2022)
RR
Pennsylvania(9/19/2012)
RR
South Carolina(6/30/2016)
RR
South Dakota(10/4/2021)
RR
Texas(7/18/2012)
IAR
Texas(4/17/2024)
RR
Vermont(2/28/2023)
RR
Virginia(3/16/2023)
RR
Wisconsin(11/2/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
UV
UHLER VERTICH WHITE ADVISORS
UHLER AND VERTICH FINANCIAL PLANNERS | UHLER VERTICH WHITE ADVISORS, LLC | UHLER VERTICH WHITE ADVISORS | UHLER AND VERTICH FINANCIAL PLANNERS, LLC | UHLER AND VERTICH FINANCIAL PLANNERS, L.L.P.
CRD#: 130716 / SEC#: 801-62896
RIA
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Contact information
Main Address
1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068
Mailing Address
Phone number
(239) 936-6300
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 971 |
| AUM (Assets Under Management) | $ 466,827,500 |
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.
Company Information
UHLER VERTICH WHITE ADVISORS
CRD#: 130716Fort Myers, FL 33919-1068TRUST BUT VERIFY
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