William D. White
STRATEGIC ADVISERS LLC | Investor Center Planning Consultant
COLUMBIA, MD 21044-2675
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CRD#: 6959454
Professional summary
William Dennis White JR., who also goes by William Dennis White Jr, William Dennis White, Dennis White, William Dennis White Jr., is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Columbia, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Merrimack, New Hampshire.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. William has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Committed to helping clients create exceptional financial planning and guidance, and determined to help people work towards their financial dreams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Dennis White Jr | William Dennis White | Dennis White | William Dennis White Jr.
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.
CRS (Client Relationship Summary) - RIA
Click below to view William Dennis White JR.'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®
NoneEducation
Towson University
Bachelor of Business Administration - Finance
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 10101 Twin Rivers Rd, Columbia, MD 21044-2675Office #3: Two Contra Way, Merrimack, NH 03054RIA
CRD#: 104555
COLUMBIA, MD
Current
September 23, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: Two Contra Way, Merrimack, NH 03054Office #2: 10101 Twin Rivers Rd., Columbia, MD 21044BD
CRD#: 7784
Merrimack, NH
Past
September 27, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MERRIMACK, NH
Past
March 7, 2019 - October 10, 2019
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
COLUMBIA, MD
Past
August 22, 2018 - October 10, 2019
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
COLUMBIA, MD
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
California(9/23/2021)
RR
Connecticut(9/23/2021)
RR
Delaware(9/23/2021)
RR
District of Columbia(9/23/2021)
RR
Florida(9/23/2021)
RR
Indiana(9/23/2021)
RR
Louisiana(9/23/2021)
RR
Maryland(9/23/2021)
IAR
Maryland(3/31/2025)
RR
Michigan(9/23/2021)
RR
Missouri(9/23/2021)
RR
New Jersey(9/23/2021)
RR
New York(9/23/2021)
RR
North Carolina(9/23/2021)
RR
Ohio(9/24/2021)
RR
Pennsylvania(9/23/2021)
RR
Puerto Rico(9/23/2021)
RR
South Carolina(9/23/2021)
IAR
Texas(3/31/2025)
RR
Virginia(9/23/2021)
RR
Washington(9/23/2021)
RR
West Virginia(9/23/2021)
RR
Wisconsin(9/23/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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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
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Company Information
STRATEGIC ADVISERS LLC
Investor Center Planning ConsultantCRD#: 104555Columbia, MD 21044-2675TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
