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MW

Michelle M. White

HALBERT HARGROVE
LONG BEACH, CA 90802-7908
Some features on this profile are disabled
CRD#: 2616997
MW

Professional summary

Michelle Marie White, AIF®, who also goes by Michelle Marie Schultz, is a registered financial advisor currently at HALBERT HARGROVE located in Long Beach, California.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michelle has worked at 2 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michelle Marie Schultz

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 Michelle Marie 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®
AIF®

Accredited Investment Fiduciary

Experience

Current

April 11, 2006 - Present

HALBERT HARGROVE

Office #1: 111 West Ocean Boulevard 23rd Floor, Long Beach, CA 90802-7908
RIA
CRD#: 105515
LONG BEACH, CA
Past

May 18, 1999 - December 31, 2010

HALBERT, HARGROVE & CO.

BD
CRD#: 2112
LONG BEACH, CA

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".
HALBERT HARGROVE
HALBERT HARGROVE
FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE

CRD#: 105515 / SEC#: 801-33048

RIA
Registered Investment Advisory firm - (10/13/1988 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.

Highlighted states indicate IAR registrations

IAR
California
(4/11/2006)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/14/2004
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/28/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/17/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/29/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

HALBERT HARGROVE
HALBERT HARGROVE
FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE

CRD#: 105515 / SEC#: 801-33048

RIA
Registered Investment Advisory firm - (10/13/1988 Approved)
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Contact information

Main Address
111 West Ocean Boulevard 23rd Floor, Long Beach, CA 90802-7908
Mailing Address
P.o. Box 1070, Long Beach, CA 90801-9931
Phone number
(562) 435-5657
Established
Firm type
Fiscal year end
# of Employees
52

SEC notice filing (31 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts4,671
AUM (Assets Under Management)$ 3,516,418,609

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

HALBERT HARGROVE

HALBERT HARGROVE

CRD#: 105515Long Beach, CA 90802-7908

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