Devin White, financial advisor Bloomfield Hills MI

Devin White

CRD Number: 5026263
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Devin White (CRD# 5026263) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomfield Hills, MI and has over 3 years of experience in the finance industry.

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Esi Financial Advisors
Company Name Location Dates Years
Bank Of America, N.a. Bloomfield Hills, MI Sep 2019 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills, MI Jul 2019 - Current 1
Jpmorgan Chase Bank Na Birmingham, MI Jul 2017 - Jul 2019 2
Jpmorgan Securities LLC Birmingham, MI Jul 2017 - Jul 2019 2
Assoication Of Corporate Counsel Washington, DC Feb 2015 - Apr 2017 2
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Feb 2015 < 1
Morgan Stanley Mclean, VA Aug 2013 - Feb 2015 1
Unison Agency Washington, DC Aug 2013 - Dec 2014 1
Booz Allen Hamilton Mclean, VA Dec 2009 - Jul 2013 3
Deloitte LLP Mclean, VA Jan 2012 - Sep 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2017
S66 NASAA Uniform Combined State Law Examination Jul 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Devin A. White
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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