Sumaree White
Investment adviser representative at Openarc Corporate Advisory, LLC
11 yearsExperience
1 stateRegistered in
$10.1BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Openarc Corporate Advisory, LLCSep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to Sep 2025
- Wells Fargo Clearing Services, LLC.Oct 2020 to Feb 2022
- UnemployedMay 2020 to Oct 2020
- Rockefeller & Co LLCJan 2019 to May 2020
- Rockefeller Financial LLCJan 2019 to May 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (GA).
Openarc Corporate Advisory, LLC
$10.1BAssets managed
3,841Clients
123Advisers
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
- 3234586
- Firm CRD
- 336837