Milton Gorsuch White

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 03/2021
  Fulton Bank
  Lutherville, MD
• 01/2017 → 02/2021
  Raymond James Financial Services, Inc.
  Baltimore, MD
• 01/2017 → 02/2021
  Raymond James Financial Services Advisors Inc.
  Baltimore, MD
• 05/2021 → Present
  Massmutual Life Insurance Co.
  Hunt Valley, MD
• 06/2021 → Present
  Mml Investors Services
  Hunt Valley, MD

Previous Registrations

• 2017-01-11 → 2021-03-02
  Raymond James Financial Services Advisors, Inc
  Timonium, MD
  Lancaster, PA
  Severna Park, MD
  Baltimore, MD
• 2012-08-24 → 2015-02-27
  M&T Securities, Inc.
  Baltimore, MD
  Baltimore, MD
  Baltimore, MD
• 2006-10-04 → 2012-08-15
  Mml Investors Services, Llc
  Hunt Valley, MD
  Hunt Valley, MD

Other Businesses

(1) NAME: MILTON WHITE IV/LENOX ADVISORS, INC., INV REL:Y ADDR: 11350 MCCORMICK RD EP IV, SUITE 200, HUNT VALLEY MD 21031, NATURE:OUTSIDE INSURANCE START: 09/15/2021, NO HR/MO:5 NO HR/MO DUR TRADING:5, DUTIES:LIFE, DISABILITY, LONG-TERM CARE AND FIXED ANNUITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-11
• S63 Uniform Securities Agent State Law Examination
  2002-12-16

Other Names

• Milton Gorsuch White Iv
• Milton Gorsuch White