Timothy James White

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 07/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 09/2016 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

I*1338256 For profit or not for profit: Entity For Profit Name of outside business organization: Aubtimum Investments Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 6/30/2023 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , General investment LLC for family and crypto holdings.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-23

Other Names

• Timothy White