Gary Oneil White
Investment adviser representative at Vanguard Advisers, Inc.
13 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Vanguard Advisers, Inc.Dec 2025 to now
- The Vanguard Group, Inc.Jun 2023 to now
- Vanguard Marketing CorporationJun 2023 to now
- Strayer UniversityJan 2023 to now
- Cvs HealthJun 2013 to now
- Optum Infusion ServicesMar 2023 to Jun 2023
- Whoop IncJan 2021 to Jul 2022
- Einstein Medical Center MontgomeryFeb 2020 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 7747702
- Firm CRD
- 106715