Shane Andrew Carrier
Investment adviser representative at Uhler Vertich White Advisors
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$513.7MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Uhler Vertich White AdvisorsJun 2023 to now
- Raymond James Financial Services, Inc.Apr 2023 to now
- James PattonFeb 2023 to Apr 2023
- Northwestern Mutual Wealth Management CompanyFeb 2023 to Apr 2023
- Steven Tucker GreeneFeb 2023 to Apr 2023
- Troy NunnFeb 2023 to Apr 2023
- Tre Tn Landon KillanFeb 2022 to Apr 2023
- Tyler WestFeb 2022 to Apr 2023
- Northwestern Mutual Investment Services LLCNov 2020 to Apr 2023
- Northwestern Mutual Life Insurance CompanyJun 2020 to Feb 2021
- Ravenwood High SchoolFeb 2020 to May 2022
- StudentAug 2019 to May 2021
- Windy City ThunderboltsApr 2019 to Aug 2019
- Minnesota TwinsJun 2016 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Uhler Vertich White Advisors
Legal name: Uhler Vertich White Advisors, LLC
$513.7MAssets managed
424Clients
7Advisers
22 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
- 7249083
- Firm CRD
- 130716