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Devin White

CRD# 5026263·Registered 2005 - 2025
Previously Registered: Being a previously registered professional could mean that Devin is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Devin White, who also goes by Devin A White, Devin Anderson White, Devin White, was a registered financial advisor. Devin was a previously registered financial professional and started their career in finance 2005 - 2025. Devin had worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Devin A White, Devin Anderson White, Devin White

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

11 years in the financial services industry

Current & Past Employments

Past

NYLIFE SECURITIES LLCPast·CRD# 5167
BD
Naples, FL
November 8, 2024 - March 12, 2025
J. L. BAINBRIDGE & CO., INC.Past·CRD# 108058
RIA
Sarasota, FL
March 8, 2024 - May 30, 2024
PRUCO SECURITIES, LLC.Past·CRD# 5685
RIA
Sarasota, FL
May 16, 2023 - December 21, 2023
PRUCO SECURITIES, LLC.Past·CRD# 5685
BD
Sarasota, FL
April 28, 2023 - December 21, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
RIA
Bloomfield Hills, MI
July 23, 2019 - February 15, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
Bloomfield Hills, MI
July 18, 2019 - February 15, 2022
J.P. MORGAN SECURITIES LLCPast·CRD# 79
BD
Birmingham, MI
September 18, 2017 - July 17, 2019
MORGAN STANLEYPast·CRD# 149777
RIA
Mclean, VA
November 8, 2013 - March 11, 2015
MORGAN STANLEYPast·CRD# 149777
BD
Mclean, VA
October 2, 2013 - March 11, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
RIA
Vienna, VA
December 12, 2009 - January 8, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
Vienna, VA
November 9, 2009 - January 8, 2010
CREDIT SUISSE SECURITIES (USA) LLCPast·CRD# 816
RIA
Baltimore, MD
January 5, 2006 - August 23, 2006
CREDIT SUISSE SECURITIES (USA) LLCPast·CRD# 816
BD
Baltimore, MD
November 29, 2005 - August 23, 2006

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Current Firm

NS
NYLIFE SECURITIES LLC

NEW YORK LIFE SECURITIES CORP. | NYLIFE SECURITIES LLC | NYLIFE SECURITIES INC. | NEW YORK LIFE VARIABLE CONTRACTS CORPORATION

CRD#: 5167 / SEC#: 8-15517
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

51 Madison Ave. Room 713, New York, NY 10010

Mailing Address

51 Madison Avenue Room 713, New York, NY 10010

Phone Number

(212) 576-7000

Established

Delaware since 01/01/2007

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
NYLIFE LLC.SHAREHOLDER—
BAGTAS, ANGELA CHENELECTED MANAGER8172856
BOCCIO, JOHN MICHAELCHIEF EXECUTIVE OFFICER AND PRESIDENT4600977
DUARTE, DEBORAH LYNNELECTED MANAGER6090278
ENGELBRECHTSEN, TOM DAHLCORPORATE VICE PRESIDENT AND PRINCIPAL OPERATIONS OFFICER2908809
FEINBERG, AMARYA NMNELECTED MANAGER8162482
HUANG, DYLAN WEIELECTED MANAGER AND CHAIRMAN6233208
LOFTUS, PATRICIA ELIZABETHCORPORATE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER2156131
SCHWARTZ, RACHEL SABRINAVICE PRESIDENT AND ASSOCIATE GENERAL COUNSEL8170474
TILLOTSON, SANDRA GELECTED MANAGER7617600
VIRENDRA, SONALI NMNELECTED MANAGER2404467
ZAMAN, NABEEDVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER6410914

Disclosures

Regulatory Event

13

Arbitration

7

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2019About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2017About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2017About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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