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Norman David White

BNY Mellon Securities Corp.

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About Norman David White

Norman David White is a financial professional with over 25 years of experience in the industry. Norman is currently a registered representative with BNY Mellon Securities Corp. in UNIONDALE, NY. Prior to that, Norman was a registered representative with Andover Brokerage, L.L.C. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Norman holds several industry licenses, including Series 3, 7, 26, 55 and 63. Norman is registered to provide investment advice and services in 40 states and territories.

Firm Information

Norman White is currently registered with BNY Mellon Securities Corp.. BNY Mellon Securities Corp. is a Corporation formed in January 1968 and headquartered in NEW YORK, NY. The firm sponsors a wrap fee program and serves as a portfolio manager or model provider to third party wrap program sponsors. They manage approximately $6,124,034,792 in client assets, primarily for individuals, corporations, and other investment advisors. The firm is registered with the SEC and in all 50 states.
BNY Mellon Securities Corp.

240 GREENWICH STREET

NEW YORK, NY 10286-0001

$6.12B

Assets Under Management

Not reported

Total Clients

326

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

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.

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percentage of assets

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

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Norman White’s Registration & Firm History

NY

09/30/2003 - Present

BNY Mellon Securities Corp. (UNIONDALE NY)

NY

08/31/2000 - 07/23/2002

ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)

NY

06/13/1995 - 08/25/2000

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

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Licenses & Designations

BC

Issued 01/16/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/29/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/12/1995

Series 7 - General Securities Representative Examination

BC

Issued 09/27/1994

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Norman David White.
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