David White has been Chief Compliance Officer of Zermatt Wealth since January 2026, is a control person of the firm and directly owns under 5% of it. David White holds a Bachelor of Science in Finance from the University of Arizona.
Zermatt Wealth, LLC is a San Diego, CA firm with $207M under management, 263 clients and 2 advisers across 2 offices, as of its September 2026 filing.
David White is Senior Vice President of WFA San Diego. He entered the financial services industry in 1982 with Bateman Eichler, Hill Richards. In 1994 he formed David White – Investment Counsel, an SEC Registered Investment Advisory firm, which merged into WFA San Diego in April 2011. He sits on the Investment Committee and concentrates on the retention and development of client relationships.
David White’s longest registration was 13 years at Zermatt Wealth Partners (2011–2024). Before joining Zermatt Wealth in 2025, David White was registered through Zermatt Wealth Partners.
- Zermatt Wealth AdvisorsCurrent– present · 1 yearSan Diego, CA · Adviser representative · Firm CRD 307404
- Zermatt Wealth Partners– · 13 yearsSan Diego, CA · Adviser representative · Firm CRD 105736
Investment adviser representative registrations
David White is registered as an investment adviser representative in California, since February 2025.
- CaliforniaSince 6 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 1 September 1995 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 December 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 February 1983 |
| Series 7 | General Securities Representative Examination | 21 August 1982 |
| Series 22 | Direct Participation Programs Representative Examination | 2 February 1982 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Full name
- David Phipps White
- CRD
- 1027468
- Firm
- Zermatt Wealth · CRD 307404
- Role
- Chief Compliance Officer
- Office
- 2251 SAN DIEGO AVE, SUITE B-257, San Diego, CA 92110
- Registration
- Investment adviser registration
- In the industry since
- January 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zermattwealthadvisors.com
Where does David White work?
David White has been Chief Compliance Officer of Zermatt Wealth, LLC since January 2026, and is a control person of the firm.
Is David White a financial advisor?
Yes. David White has a current investment-adviser registration in California, through Zermatt Wealth since February 2025.
How many years of experience does David White have?
David White has 14 years in the financial industry, since January 2012, across 2 adviser firms.
What exams has David White passed?
David White has passed 5 licensing exams: the Series 22, Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 22, was passed in February 1982.
Where did David White work before Zermatt Wealth?
Before Zermatt Wealth, David White was registered through Wfa of San Diego, June 2020 to December 2024; Zermatt Wealth Partners (CRD 105736), December 2011 to December 2024.
Where is David White based?
David White’s registered office is in San Diego, CA.
Is David White registered with FINRA?
No. David White has no current broker registration.
How can I verify David White’s record?
Search CRD 1027468 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David White’s full registration record.