Daniel Hugh White

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/1994 → 10/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baltimore, MD
• 09/2009 → 10/2022
  Bank Of America, N.A.
  Baltimore, MD
• 10/2022 → Present
  Ubs Financial Services Inc.
  Baltimore, MD

Previous Registrations

• 1994-08-18 → 2022-10-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baltimore, MD
  Baltimore, MD

Other Businesses

I*87513 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PAWS4PEOPLE INVESTMENT RELATED: N ADDRESS OF BUSINESS: WILMINGTON, NORTH CAROLINA 28405 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 1/1/2016 NUMBER OF HOURS DEVOTED: 10 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: HELPING PAWS4PEOPLE RAISE MONEY FOR THEIR CHARITY WORK OF HELPING THOSE IN NEED. I*123399 For profit or not for profit: For-Profit Organization Name of outside business organization: DHW LLC Investment related: N Address of business: Easton, Maryland 21662 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 6/24/2019 Number of hours devoted: 10 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Rental Property I*131556 For profit or not for profit: For-Profit Organization Name of outside business organization: WH Sycamore LLC Investment related: Address of business: Easton, Maryland 21601 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 6/11/2020 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: LLC that will be used to rent a boat and kayaks out in Easton MD NAME OF OTHER BUSINESS: Friends of Navy Hockey / INVESTMENT RELATED?:N / ADDRESS: US Naval Academy, Annapolis, MD, / NATURE OF THE BUSINESS: Charity / POSITION: Member of Board of directors / DUTIES: Charity / START DATE:11/28/2005 / HOURS DEVOTED TO BUSINESS:NA 5660 Collins Avenue Apt 2C ,Miami Florida United States , Purchasing property in Miami Beach and placing it in an LLC named DWDI. Instead of LLC, I want to put the property in a Florida Land Trust Real Estate Own LLC , Proprietor / owner , Ongoing maintenance of property, Start date - 9/1/2023

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-07-27
• S63 Uniform Securities Agent State Law Examination
  1994-07-15

Designations

• Certified Financial Planner

Other Names

• Daniel H White