Andrew Dwyer White
Investment adviser representative at Charles Schwab & Co., Inc.
8 yearsExperience
2 statesRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
8 years in the industry.
- Charles Schwab & Co., Inc.Sep 2022 to now
- UnemployedApr 2022 to Aug 2022
- Tropical Smoothie CafeAug 2021 to Apr 2022
- UnemployedJun 2020 to Aug 2021
- TransamericaDec 2019 to Jun 2020
- Olive GardenJul 2018 to Jun 2020
- UnemployedJun 2017 to Jul 2018
- Teds Montana GrillNov 2016 to Jun 2017
- UnemployedApr 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, SC).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7617510
- Firm CRD
- 5393