Nashton White
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Bank of America, N.A.Dec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- Hawkeye Capital Advisors, LLCOct 2024 to Aug 2025
- UBS Financial Services Inc.Dec 2022 to Sep 2024
- Cache Valley BankMay 2022 to Dec 2022
- Bai Global LLCJan 2022 to May 2022
- Nxgen HealthJan 2022 to May 2022
- Utah State University - Entrepreneurship CenterAug 2021 to May 2022
- Utah State University - Jon M. Huntsman School of BusinessAug 2021 to May 2022
- Sorenson Impact CenterJun 2021 to Apr 2022
- American Shaman CbdFeb 2021 to May 2022
- Epiphany EnergyMay 2020 to Feb 2021
- Rival & Amp; E LLCMar 2020 to Apr 2021
- Lawn DoctorFeb 2020 to May 2020
- Empo LLCJan 2020 to Dec 2022
- Icon FitnessAug 2019 to Feb 2020
- Icon Health and FitnessApr 2019 to Oct 2019
- DynataJan 2019 to Apr 2019
- Amsco WindowsNov 2018 to Aug 2019
- The Church of Jesus Christ of Latter Day SaintsNov 2016 to Nov 2018
- Amsco WindowsJun 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7657522
- Firm CRD
- 7691