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DW

Daniel J. White

SESTANTE FAMILY OFFICE
CORONADO, CA 92118
Some features on this profile are disabled
CRD#: 2950937
DW

Professional summary

Daniel Jerome White, CFP®, CIMA®, who also goes by Dan Jerome White, is a registered financial advisor currently at SESTANTE FAMILY OFFICE located in Coronado, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Daniel has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dan Jerome 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 Daniel Jerome 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®
CFP®

Certified Financial Planner

Start date: 2003

CIMA®

Certified Investment Management Analyst

Experience

Current

November 24, 2025 - Present

SESTANTE FAMILY OFFICE

Office #1: 1330 Orange Avenue Suite 250, Coronado, CA 92118
RIA
CRD#: 335152
CORONADO, CA
Past

June 1, 2009 - March 4, 2020

MORGAN STANLEY

RIA
CRD#: 149777
SAN DIEGO, CA
Past

June 1, 2009 - March 4, 2020

MORGAN STANLEY

BD
CRD#: 149777
SAN DIEGO, CA
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
SAN DIEGO, CA
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
SAN DIEGO, CA
Past

August 24, 1998 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
SAN DIEGO, CA
Past

January 9, 1998 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
SAN DIEGO, 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".
SF
SESTANTE FAMILY OFFICE
SESTANTE FAMILY OFFICE | SESTANTE WEALTH MANAGEMENT, LLC

CRD#: 335152 / SEC#: 801-132433

RIA
Registered Investment Advisory firm - (4/28/2025 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
(11/24/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/28/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/13/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 1/21/1998
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 1/8/1998
General Securities Representative Examination

Current Firm

SF
SESTANTE FAMILY OFFICE
SESTANTE FAMILY OFFICE | SESTANTE WEALTH MANAGEMENT, LLC

CRD#: 335152 / SEC#: 801-132433

RIA
Registered Investment Advisory firm - (4/28/2025 Approved)
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Contact information

Main Address
1330 Orange Avenue Suite 250, Coronado, CA 92118
Mailing Address
Phone number
(619) 268-6279
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 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

SESTANTE CAPITAL FORM ADV PART 2A (9/30/2025)

Regulatory assets under management

Total Number of Accounts19
AUM (Assets Under Management)$ 376,272,927

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

SESTANTE FAMILY OFFICE

CRD#: 335152Coronado, CA 92118

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