Daniel White has been Co-Founder, Managing Partner of Sestante Wealth Management since April 2025, is a control person of the firm and directly owns under 5% of it.
Sestante Wealth Management, LLC is a Coronado, CA firm with $434M under management, 16 clients and 2 advisers in one office, as of its August 2026 filing.
Daniel White’s longest registration was 10 years at Morgan Stanley (2009–2020). Before joining Sestante Wealth Management in 2025, Daniel White was registered through Morgan Stanley and Morgan Stanley & Co. Incorporated.
- Sestante Family OfficeCurrent– present · under a yearCoronado, CA · Adviser representative · Firm CRD 335152
- Morgan Stanley– · 10 yearsSan Diego, CA · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 8209
- Morgan Stanley– · 8 yearsSan Diego, CA · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Daniel White is registered as an investment adviser representative in California, since November 2025.
- CaliforniaSince 24 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 28 January 1998 |
| Series 31 | Futures Managed Funds Examination | 21 January 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 January 1998 |
| Series 7 | General Securities Representative Examination | 8 January 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Jerome White
- CRD
- 2950937
- Firm
- Sestante Wealth Management · CRD 335152
- Role
- Co-Founder, Managing Partner
- Office
- 1330 ORANGE AVENUE, SUITE 250, Coronado, CA 92118
- Registration
- Investment adviser registration
- In the industry since
- September 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel White work?
Daniel White has been Co-Founder, Managing Partner of Sestante Wealth Management, LLC since April 2025, and is a control person of the firm.
Is Daniel White a financial advisor?
Yes. Daniel White has a current investment-adviser registration in California, through Sestante Wealth Management since November 2025.
How many years of experience does Daniel White have?
Daniel White has 23 years in the financial industry, since September 2003, across 4 adviser firms.
What exams has Daniel White passed?
Daniel White has passed 4 licensing exams: the Series 7, Series 63, Series 31 and Series 65. The earliest, the Series 7, was passed in January 1998. FINRA credited Daniel White with the SIE, which began in October 2018.
Where did Daniel White work before Sestante Wealth Management?
Before Sestante Wealth Management, Daniel White was registered through Morgan Stanley, June 2009 to March 2020; Morgan Stanley & Co. Incorporated, April 2007 to June 2009; Morgan Stanley, August 1998 to April 2007.
Where is Daniel White based?
Daniel White’s registered office is in Coronado, CA.
Is Daniel White registered with FINRA?
No. Daniel White has no current broker registration.
How can I verify Daniel White’s record?
Search CRD 2950937 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel White’s full registration record.
- Joel HergenreterChief Compliance Officer
- Benjamin WhiteCo-Founder, Managing Partner