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Paul White

President at Berkeley in Boise, ID

Investment adviser registrationUpdated

Paul White is President of Berkeley, Inc, an investment adviser managing $574M, and works from its Boise, ID office. Paul White has been registered as an investment adviser representative through Berkeley since 3 March 2003, has 25 years in the industry across 2 firms and has passed the Series 65.

25
Years in industry
23
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Paul White has been President of Berkeley since July 2003, is a control person of the firm and directly owns between 50% and 75% of it.

Berkeley, Inc is a Boise, ID firm with $574M under management, 222 clients and 3 advisers in one office, as of its February 2026 filing.

Paul White’s longest registration is the current one, 23 years at Berkeley since 2003. Before joining Berkeley in 2003, Paul White was registered through Burroughs & Hutchinson Inc.

  1. Berkeley, IncCurrent
    – present · 23 years
    Boise, ID · Adviser representative · Firm CRD 117667
  2. Burroughs & Hutchinson Inc
    – · 1 year
    Boise, ID · Adviser representative · Firm CRD 104638

Credentials and registrations

Investment adviser representative registrations

Paul White is registered as an investment adviser representative in Idaho, since March 2003.

  • IdahoSince 3 March 2003

Examinations

Series 6513 July 2000
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Paul Stephen White
CRD
1411481
Firm
Berkeley · CRD 117667
Role
President
Office
6001 W STATE STREET SUITE B, Boise, ID 83703
Registration
Investment adviser registration
In the industry since
March 2001
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Paul White work?

Paul White has been President of Berkeley, Inc since July 2003, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 25 February 2026

Is Paul White a financial advisor?

Yes. Paul White has a current investment-adviser registration in Idaho, through Berkeley since March 2003.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Paul White have?

Paul White has 25 years in the financial industry, since March 2001, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Paul White passed?

Paul White passed the Series 65 in July 2000.

Source: IAPD individual record, checked 22 October 2026

Where did Paul White work before Berkeley?

Before Berkeley, Paul White was registered through Burroughs & Hutchinson Inc, January 2001 to December 2002.

Source: IAPD individual record, checked 22 October 2026

Where is Paul White based?

Paul White’s registered office is in Boise, ID.

Source: IAPD individual record, checked 22 October 2026

Is Paul White registered with FINRA?

No. Paul White has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Paul White’s record?

Search CRD 1411481 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul White’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Berkeley

Sources

  1. IAPD individual record, CRD 1411481, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Berkeley, Inc, filed 25 February 2026. Title, control and ownership bands.
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