Steven Lee White
Investment adviser representative at On Investment Management Co
10 yearsExperience
8 statesRegistered in
$3.2BFirm assets
54 yearsFirm 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
Experience
10 years in the industry.
- O.N. Investment Management CompanyJan 2019 to now
- The O.N. Equity Sales CompanyJan 2019 to now
- Constellation InsuranceMay 2017 to now
- Securities America AdvisorsFeb 2017 to Nov 2018
- Securities America, Inc.Feb 2017 to Nov 2018
- Cambridge Investment Research Advisors, Inc.May 2016 to Feb 2017
- Cambridge Investment Research, Inc.May 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 8 states (AZ, CO, FL, IL, KS, PA, TX, WI).
On Investment Management Co
$3.2BAssets managed
9,568Clients
195Advisers
54 yearsIn 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
- 5076705
- Firm CRD
- 105662