Michael T. White
Professional summary
Michael Todd White, CFP® is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Indianapolis, Indiana and CHARLES SCHWAB & CO., INC. located in Indianapolis, Indiana.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Michael has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Todd White's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2012 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482August 22, 2006 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482June 25, 2008 - December 31, 2011
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/2/2009)
(5/19/2015)
(11/6/2006)
(5/2/2011)
(5/7/2015)
(1/2/2009)
(9/26/2006)
(1/3/2012)
(2/7/2024)
(6/8/2011)
(6/20/2014)
(6/6/2011)
(3/25/2025)
(1/2/2009)
(9/26/2024)
(1/2/2009)
(1/9/2014)
(2/2/2015)
(6/8/2011)
(8/5/2013)
(1/3/2012)
(2/7/2024)
(5/2/2011)
(8/21/2019)
(8/28/2013)
(6/8/2011)
(1/2/2020)
(5/2/2011)
(9/4/2012)
Exams
FINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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