Andrew J White
Investment adviser representative at Truist Advisory Services, Inc.
9 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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
9 years in the industry.
- Truist Advisory Services, Inc.Jul 2025 to now
- Truist Investment Services, Inc.Jul 2025 to now
- Morgan StanleyJan 2025 to Jul 2025
- University of AlabamaAug 2023 to Jan 2025
- Mercedes-benz US InternationalMay 2023 to Aug 2023
- University of AlabamaJan 2023 to May 2023
- Mercedes-benz US InternationalAug 2022 to Dec 2022
- University of AlabamaAug 2021 to Aug 2022
- Fairway SocialMay 2021 to Aug 2021
- University of AlabamaAug 2020 to May 2021
- Sears Pool ManagementMay 2020 to Aug 2020
- Centennial High SchoolAug 2019 to May 2020
- Sears Pool ManagementMay 2019 to Aug 2019
- Centennial High SchoolAug 2018 to May 2019
- Sears Pool ManagementMay 2018 to Aug 2018
- Centennial High SchoolAug 2017 to May 2018
- Sears Pool ManagementMay 2017 to Aug 2017
- Centennial High SchoolAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 8023983
- Firm CRD
- 283390