Uhler Vertich White Advisors
Uhler Vertich White Advisors (CRD# 130716) is a financial advisory firm headquartered in Fort Myers, FL. They manage $466,000,000 in 952 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management466MILLION
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Total Number of Accounts952ACCOUNTS
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Average Account Value$489,496
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IN, LA, MI, NC, SC, TX
Kelly Jelenchick (CRD# 2167374) is an Investment Advisor Representative working at Uhler Vertich White Advisors in Fort Myers, FL and has over 32 years of experience in the finance industry.
John Uhler (CRD# 501276) is an Investment Advisor Representative working at Uhler Vertich White Advisors in Fort Myers, FL and has over 44 years of experience in the finance industry.
James Vertich (CRD# 1960620) is an Investment Advisor Representative working at Uhler Vertich White Advisors in Fort Myers, FL and has over 28 years of experience in the finance industry.
Anthony White (CRD# 1826584) is an Investment Advisor Representative working at Uhler Vertich White Advisors in Fort Myers, FL and has over 31 years of experience in the finance industry.
Shane Carrier (CRD# 7249083) is an Investment Advisor Representative working at Uhler Vertich White Advisors in Fort Myers, FL and has over 3 years of experience in the finance industry.