CW
Cyril S. White
PROVIZR
Ann Arbor, MI 48108
Some features on this profile are disabled
CRD#: 2986195
CW
Professional summary
Cyril Stephen White, who also goes by Cyril S White, Cyril White, is a registered financial advisor currently at PROVIZR located in Ann Arbor, Michigan and FOUR FINANCIAL MANAGEMENT located in Ann Arbor, Michigan.
Cyril is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Cyril has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cyril S White | Cyril White
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 04/13/2022 - Provizr - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2022 2) 04/13/2022 - Four Financial Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2022 3) 04/13/2022 - WHITE HOUSE INTERNATIONAL LLC DBA BE BOLD EXCEL FITNESS - Business Owner - Non-Inv Rel - Ann Arbor, MI - Start: 03/2014 - 1 H/Mth 4) 11/28/2023 - Four Financial Management - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - - Start Date: 7/1/2022 - 40 Hrs/Mo; 4 Hrs During Trading - I provide investment advisory services through Four Financial Management., an independent investment advisor firm. I started this business activity 12/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 02/22/2024 - Provizr - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 11/14/2023 - 5 Hours Per Month/ 1 Hour During Trading - I provide investment advisory services through Provizr., an independent investment advisor firm. I started this business activity 2/2024. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 03/05/2024 - Other - Book Author - Not investment Related - At Reported Business Location(s) - Start Date 07/01/2023 - 1 Hour Per Month/ 0 Hours During Trading. 7) 06/27/2024 - WHITE HOUSE FINANCIAL & SETTLEMENT CONSULTING LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 9/3/2001 - 160 Hrs/Mo; 10 Hrs During Trading. 8) 06/27/2024 - WHITE HOUSE FINANCIAL & SETTLEMENT CONSULTING LLC - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 12/3/2001 - 20 Hrs/Mo; 1 Hr During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Cyril Stephen White's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 12, 2022 - Present
PROVIZR
Office #1: 777 E. Eisenhower Pkwy Suite 742, Ann Arbor, MI 48108RIA
CRD#: 284252
Ann Arbor, MI
Current
July 12, 2022 - Present
FOUR FINANCIAL MANAGEMENT
Office #1: 777 E. Eisenhower Pkwy Suite 740, Ann Arbor, MI 48108RIA
CRD#: 284251
Ann Arbor, MI
Current
May 3, 2022 - Present
LPL FINANCIAL LLC
Office #1: 777 E Eisenhower Pkwy Ste 740, Ann Arbor, MI 48108RIA
BD
CRD#: 6413
Ann Arbor, MI
Past
March 11, 2014 - July 1, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
ANN ARBOR, MI
Past
March 10, 2014 - July 1, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
ANN ARBOR, MI
Past
July 2, 2007 - March 11, 2014
SPC
RIA
CRD#: 110692
CHELSEA, MI
Past
January 3, 2002 - March 11, 2014
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
CHELSEA, MI
Past
December 24, 1997 - January 8, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FOUR FINANCIAL MANAGEMENT
FOUR FINANCIAL MANAGEMENT | MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC
CRD#: 284251 / SEC#: 801-129305
RIA
Registered Investment Advisory firm - (1/25/2024 Approved)Michigan
Registered Investment Advisory firm - (3/27/2024 Terminated)Texas
Registered Investment Advisory firm - (3/20/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Michigan(6/14/2022)
IAR
Michigan(7/12/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/3/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FOUR FINANCIAL MANAGEMENT
FOUR FINANCIAL MANAGEMENT | MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC
CRD#: 284251 / SEC#: 801-129305
RIA
Registered Investment Advisory firm - (1/25/2024 Approved)Michigan
Registered Investment Advisory firm - (3/27/2024 Terminated)Texas
Registered Investment Advisory firm - (3/20/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
777 E. Eisenhower Pkwy Suite 740, Ann Arbor, MI 48108
Mailing Address
Phone number
(734) 272-4322
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 575 |
| AUM (Assets Under Management) | $ 148,170,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FOUR FINANCIAL MANAGEMENT
CRD#: 284251Ann Arbor, MI 48108TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
