Daniel Jerome White
Investment adviser representative at Sestante Family Office
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$433.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Sestante Family OfficeNov 2025 to now
- Sestante Wealth Management, LLCApr 2025 to now
- Sestante Capital Advisors, LLCApr 2020 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Mar 2020
- Morgan Stanley Smith BarneyJun 2009 to Mar 2020
- Morgan Stanley & Co., IncorporatedApr 2007 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sestante Family Office
Legal name: Sestante Wealth Management, LLC
$433.9MAssets managed
16Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2950937
- Firm CRD
- 335152