linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cyril Stephen White

Four Financial Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cyril? Claim Your Profile

About Cyril Stephen White

Cyril Stephen White is a financial advisor with over 25 years of experience in the industry. Cyril is currently registered with Four Financial Management and Provizr in Michigan. Cyril's areas of specialization include retirement planning, college savings, and estate planning. Cyril is committed to helping individuals and families achieve their financial goals.

Firm Information

Cyril White is currently registered with Four Financial Management. Four Financial Management is an investment advisor based in Ann Arbor, Michigan. They have approximately $119.8 million in regulatory assets under management and advise individuals, high net worth individuals, and other clients. Their services include financial planning, portfolio management, and selection of other advisers.
Four Financial Management

777 E. EISENHOWER PKWY

ANN ARBOR, MI 48108

$119.80M

Assets Under Management

2

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Referral compensation

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cyril White’s Registration & Firm History

MI

07/12/2022 - Present

Four Financial Management (ANN ARBOR MI)

MI

03/10/2014 - 07/01/2014

LPL FINANCIAL LLC (ANN ARBOR MI)

MI

01/03/2002 - 03/11/2014

SIGMA FINANCIAL CORPORATION (CHELSEA MI)

NY

12/24/1997 - 01/08/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Cyril Stephen White is right for you?

Licenses & Designations

BOTH

Issued 05/11/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/23/2022

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Cyril Stephen White. Review regulatory record here.
Not sure if Cyril Stephen White is right for you?