Brevin W White
Investment adviser representative at Mio Partners, Inc.
14 yearsExperience
1 stateRegistered in
$59.6BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Mio Partners, Inc.Sep 2024 to now
- Bip Wealth, LLCSep 2023 to Sep 2024
- Truist SecuritiesJul 2022 to Sep 2023
- Princeton UniversityDec 2020 to Jun 2022
- Butcherjoseph & Co.May 2020 to Nov 2020
- Princeton UniversitySep 2019 to Apr 2020
- Werner EnterprisesJun 2019 to Aug 2019
- Morgan StanleyJan 2018 to May 2018
- UnemployedJul 2012 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
Mio Partners, Inc.
$59.6BAssets managed
1,050Clients
9Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6901627
- Firm CRD
- 108637