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AW

Andrew G. White

BROADRIDGE BUSINESS PROCESS OUTSOURCING
Edgewood, NY 11717-8382
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CRD#: 4308573
AW

Professional summary


Andrew Gerard White, who also goes by Andrew White, is a registered financial professional currently at BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC located in Edgewood, New York.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 2000. Andrew has worked at 9 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 25 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew 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) - BD


Click below to view Andrew Gerard 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®
None

Experience


Current

December 1, 2021 - Present

BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC

Office #1: 300 Executive Drive Suite 1, Edgewood, NY 11717-8382
BD
CRD#: 114212
Edgewood, NY
Past

December 16, 2016 - December 16, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
NORWALK, CT
Past

December 12, 2016 - December 16, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
NORWALK, CT
Past

May 15, 2015 - November 2, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
NEW YORK, NY
Past

April 1, 2015 - November 2, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
NEW YORK, NY
Past

October 23, 2013 - June 11, 2014

OCTEG, LLC

BD
CRD#: 117429
NEW YORK, NY
Past

July 2, 2012 - February 19, 2015

VIRTU AMERICAS LLC

BD
CRD#: 149823
JERSEY CITY, NJ
Past

May 19, 2011 - July 2, 2012

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
JERSEY CITY, NJ
Past

February 6, 2003 - July 8, 2003

RAVEN SECURITIES CORP.

BD
CRD#: 35201
NEW YORK, NY
Past

March 16, 2001 - March 18, 2002

LABRANCHE & CO. LLC

BD
CRD#: 32661
NEW YORK, NY
Past

October 1, 2000 - March 16, 2001

ROBB PECK MCCOOEY SPECIALIST CORPORATION

BD
CRD#: 32660
NEW YORK, NY

State Registrations and Notice Filings


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

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
New Jersey
(12/1/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/29/2015
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 25
Date: 10/1/2000
NYSE Trading Assistant Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BB
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC | MSCS FINANCIAL SERVICES, LLC | MSCS FINANCIAL SERVICES | LTX

CRD#: 114212 / SEC#: , 8-53412

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
300 Executive Drive Suite 1, Edgewood, NY 11717-8382
Mailing Address
300 Executive Drive Suite 1, Edgewood, NY 11717-8382
Phone number
(201) 793-9304
Established
Delaware since 04/06/2001
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
BROADRIDGE BPO HOLDING LLCSOLE MEMBER
ALEXANDER, MICHAEL JAYCEO/PRESIDENT/ MANAGER ON THE BOARD OF MANAGERS1428753
BEUTELSCHIES, WILL SAMUELDIRECTOR OF COMPLIANCE: AMLCO2779204
CASS, ALBERT JOHN LLLVICE PRESIDENT2182652
DEONIER, CHRISTIAN WILLIAMSENIOR VICE PRESIDENT2829240
GIACALONE, THOMAS A.PRINCIPAL OPERATING OFFICER / MANAGER ON THE BOARD OF MANAGERS2873774
JUHL, SVETLANAMANAGER ON THE BOARD OF MANAGERS6154375
PERRY, CHRISTOPHER JOHNMANAGER ON THE BOARD OF MANAGERS1841603
PORT, JAMES EDWARDCHIEF COMPLIANCE OFFICER2366427
SAX, CHARLES EDMONDCHIEF FINANCIAL OFFICER / VP / TREASURER / FINOP1821188

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


BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC

CRD#: 114212Edgewood, NY 11717-8382

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