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Robert C. White

LEGEND FINANCIAL ADVISORS
Pittsburgh, PA 15237
Some features on this profile are disabled
CRD#: 7314647
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Professional summary

Robert Charles White is a registered financial advisor currently at LEGEND FINANCIAL ADVISORS INC located in Pittsburgh, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Robert has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Robert Charles 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®
None

Experience

Current

April 3, 2021 - Present

LEGEND FINANCIAL ADVISORS INC

Office #1: 5700 Corporate Drive Suite 350, Pittsburgh, PA 15237
RIA
CRD#: 108207
Pittsburgh, PA

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".
LEGEND FINANCIAL ADVISORS INC
LEGEND FINANCIAL ADVISORS INC
LEGEND FINANCIAL ADVISORS INC

CRD#: 108207 / SEC#: 801-44704

RIA
Registered Investment Advisory firm - (9/14/1993 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
Pennsylvania
(6/25/2021)
IAR
Texas
(4/3/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/3/2021
Uniform Investment Adviser Law Examination

Current Firm

LEGEND FINANCIAL ADVISORS INC
LEGEND FINANCIAL ADVISORS INC
LEGEND FINANCIAL ADVISORS INC

CRD#: 108207 / SEC#: 801-44704

RIA
Registered Investment Advisory firm - (9/14/1993 Approved)
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Contact information

Main Address
5700 Corporate Drive Suite 350, Pittsburgh, PA 15237
Mailing Address
Phone number
(412) 635-9210
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM DISCLOSURE BROCHURE LEGEND FINANCIAL (3/17/2025)

Regulatory assets under management

Total Number of Accounts1,103
AUM (Assets Under Management)$ 335,389,223

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

LEGEND FINANCIAL ADVISORS INC

LEGEND FINANCIAL ADVISORS INC

CRD#: 108207Pittsburgh, PA 15237

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