Andrew Scott Whitbeck
Investment adviser representative at Whiterock Wealth Design, LLC
20 yearsExperience
2 statesRegistered in
$632.9MFirm assets
Under 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 assetsFixed 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
20 years in the industry.
- Whiterock Wealth Design, LLCMay 2018 to now
- Blacktree, LLCMay 2018 to now
- Raymond James Financial Services Advisors Inc.May 2018 to Jun 2026
- Raymond James Financial Services, Inc.May 2018 to Jun 2026
- Arvest Wealth ManagementFeb 2006 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Whiterock Wealth Design, LLC
$632.9MAssets managed
739Clients
7Advisers
Under 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
- 5136610
- Firm CRD
- 342236