CW
Charles B. White
STRATEGIC ADVISERS LLC
JACKSONVILLE, FL
Some features on this profile are disabled
CRD#: 5531756
CW
Professional summary
Charles Benjamin White III, CFP®, who also goes by Ben White III, Charles Benjamin White, Charles White, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Jacksonville, Florida and FIDELITY BROKERAGE SERVICES LLC located in Raleigh, North Carolina.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Charles has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ben White Iii | Charles Benjamin White | Charles 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.
OBA-120405|OrgNmn:South Carolina Building Preservation Corporation|Org Addr:Columbia,South Caro,US|OBA Nature:preserve buildings that repres|Invst Rel:N|Title:shareholder|Duties:listen to new initiatives that the non profit is considering pursuing |StrtDt:06-26-25|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-119996|OrgNmn:Riverside Avondale Preservation|Org Addr:Jacksonvil,Florida,US|OBA Nature:The mission of Riverside Avond|Invst Rel:N|Title:Secretary and Board of Director |Duties:Duties are to attend a monthly board meeting|StrtDt:06-13-25|TotHrs/mon:3|TrdHrs/mon:0|OBA-119988|OrgNmn:CB White Properties LLC|Org Addr:Florence,South Caro,US|OBA Nature:The entity operates a resident|Invst Rel:Y|Title:Managing Member|Duties:Collect rent and contract out property maintenance on an as needed basis. The entity is a single member LLC and I am the only owner. |StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-119982|OrgNmn:CB White FL Properties LLC|Org Addr:Jackonvill,Florida,US|OBA Nature:The entity operates a resident|Invst Rel:Y|Title:Sole Proprietor|Duties:Collect rent and contract out property maintenance on an as needed basis. The entity is a single member LLC and I am the only owner. |StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-120002|OrgNmn:WBD Development Inc|Org Addr:Lexington,South Caro,US|OBA Nature:WBD DEVELOPMENT represents com|Invst Rel:Y|Title:Vice President|Duties:My father owns the entity and has named my brother and myself as Vice Presidents of the S Corp. I have no tasks of duties and there is never i|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Charles Benjamin White III'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®
Experience
Current
July 15, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
JACKSONVILLE, FL
Current
July 8, 2025 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4509 Creedmoor Road Suite 101, Raleigh, NC 27612BD
CRD#: 7784
Raleigh, NC
Past
January 12, 2015 - June 18, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
JACKSONVILLE, FL
Past
October 20, 2014 - June 18, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
JACKSONVILLE, FL
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.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
District of Columbia(9/8/2025)
RR
Florida(7/8/2025)
IAR
Florida(7/15/2025)
RR
Georgia(9/8/2025)
RR
Maryland(9/8/2025)
RR
New York(10/13/2025)
RR
North Carolina(7/8/2025)
IAR
North Carolina(7/21/2025)
RR
Pennsylvania(9/8/2025)
RR
South Carolina(9/8/2025)
RR
Texas(9/8/2025)
IAR
Texas(9/11/2025)
RR
Virginia(9/8/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
