Daniel L. White

CHARLES SCHWAB & CO.

Phoenix, AZ 85016-1215

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CRD#: 4403704

Professional summary

Daniel Lee White, CFP®, who also goes by Danny Lee White, is a registered financial advisor currently at CHARLES SCHWAB & CO., INC. located in Phoenix, Arizona and FACET located in Glendale, Arizona.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Daniel has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Aliases

Danny Lee 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 Lee 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

Experience

Current

May 6, 2021 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 2423 E Lincoln Dr, Phoenix, AZ 85016-1215

RIA

CRD#: 5393

Phoenix, AZ

Current

August 10, 2026 - Present

FACET

RIA

CRD#: 285961

Glendale, AZ

Current

March 9, 2015 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 2423 E Lincoln Dr, Phoenix, AZ 85016-1215

RIA

CRD#: 5393

Phoenix, AZ

Past

March 27, 2015 - May 7, 2021

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

PHOENIX, AZ

Past

March 20, 2013 - February 17, 2015

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

PHOENIX, AZ

Past

December 14, 2012 - February 17, 2015

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

PHOENIX, AZ

Past

February 22, 2012 - September 24, 2012

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

GLENDALE, AZ

Past

July 19, 2006 - March 16, 2010

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

PHOENIX, AZ

Past

July 19, 2006 - March 16, 2010

CHARLES SCHWAB & CO., INC.

CRD#: 5393

PHOENIX, AZ

Past

March 6, 2006 - June 20, 2006

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SCOTTSDALE, AZ

Past

July 15, 2005 - June 20, 2006

EQUITABLE ADVISORS, LLC

CRD#: 6627

SCOTTSDALE, AZ

Past

June 8, 2001 - January 3, 2002

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

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".

FACET

CRD#: 285961 / SEC#: 801-108767

RIA

Registered Investment Advisory firm - (12/15/2016 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.

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

Arizona
(3/25/2015)

IAR

Arizona
(6/2/2023)

California
(3/9/2015)

IAR

California
(5/6/2021)

IAR

Texas
(8/10/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/25/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/14/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/7/2001

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

FACET

CRD#: 285961 / SEC#: 801-108767

RIA

Registered Investment Advisory firm - (12/15/2016 Approved)

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Contact information

Main Address

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411

Mailing Address

Phone number

(443) 376-6222

Established

Firm type

Fiscal year end

# of Employees

168

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/4/2026)

Regulatory assets under management

Total Number of Accounts	39,720
AUM (Assets Under Management)	$ 6,037,907,630

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/29/2025	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Daniel L. White

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Lee White's CRS (Customer Relationship Summary).

Certified licenses

Experience

FACET

CHARLES SCHWAB & CO., INC.

SCHWAB WEALTH ADVISORY, INC.

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

VOYA FINANCIAL PARTNERS, LLC

Primary Firm SEC Registration

FACET

State Registrations and Notice Filings

Exams

Series 66

Date: 2/25/2013

SIE

Date: 10/1/2018

Series 7

Date: 7/14/2005

Series 6

Date: 6/7/2001

FINRA

Nasdaq Stock Market

Current Firm

FACET

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FACET

TRUST BUT VERIFY

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