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RW

Raymond T. White

LEGION PARTNERS ASSET MANAGEMENT
BEVERLY HILLS, CA 90212
Some features on this profile are disabled
CRD#: 5360420
RW

Professional summary

Raymond Theodore White, who also goes by Ted White, is a registered financial advisor currently at LEGION PARTNERS ASSET MANAGEMENT, LLC located in Beverly Hills, California.

Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Raymond has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ted 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 Raymond Theodore 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

January 23, 2014 - Present

LEGION PARTNERS ASSET MANAGEMENT, LLC

Office #1: 9401 Wilshire Blvd Suite 705, Beverly Hills, CA 90212
RIA
CRD#: 164136
BEVERLY HILLS, CA
Past

September 7, 2011 - May 29, 2012

STONNINGTON GROUP, LLC

RIA
CRD#: 131221
PASADENA, 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".
LP
LEGION PARTNERS ASSET MANAGEMENT, LLC
LEGION PARTNERS ASSET MANAGEMENT, LLC

CRD#: 164136 / SEC#: 801-76750

RIA
Registered Investment Advisory firm - (6/4/2012 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
(1/23/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/6/2011
Uniform Investment Adviser Law Examination

Current Firm

LP
LEGION PARTNERS ASSET MANAGEMENT, LLC
LEGION PARTNERS ASSET MANAGEMENT, LLC

CRD#: 164136 / SEC#: 801-76750

RIA
Registered Investment Advisory firm - (6/4/2012 Approved)
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Contact information

Main Address
12121 Wilshire Blvd Suite 1240, Los Angeles, CA 90025
Mailing Address
Phone number
(424) 253-1774
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

Latest Form ADV

Part 2 Brochures

LEGION PARTNERS ASSET MANAGEMENT PART 2 (10/16/2025)

Regulatory assets under management

Total Number of Accounts5
AUM (Assets Under Management)$ 218,764,000

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

LEGION PARTNERS ASSET MANAGEMENT, LLC

CRD#: 164136Beverly Hills, CA 90212

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