Cheo White
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2022 to now
- A StevensMay 2021 to Feb 2022
- Brent ShawMay 2021 to Feb 2022
- David ShuleyMay 2021 to Feb 2022
- Northwestern Mutual Investment Services LLCMay 2021 to Feb 2022
- Brent ShawFeb 2021 to Apr 2021
- US Bancorp InvestmentsDec 2018 to Jan 2021
- Signature ConsultantsFeb 2017 to Nov 2018
- PNC BankDec 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7052953
- Firm CRD
- 104555