Whitney SolcherCRD Number: 4431461
Current Firm: Shepherd Kaplan LLC
Whitney Solcher (CRD# 4431461) is an Investment Advisor Representative working at Shepherd Kaplan LLC in San Antonio, TX and has over 16 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Shepherd Kaplan LLC||Boston, MA||Jul 2013 - Current||4|
|First Southwest Company||San Antonio, TX||Apr 2009 - Jun 2013||4|
|San Antonio Capital & Trust, LLC||San Antonio, TX||Feb 2009 - Jun 2013||4|
|Unemployed||San Antonio, TX||Dec 2008 - Mar 2009||< 1|
|Goldman Sachs & Co||Houston, TX||Jul 2001 - Nov 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
Total Assets Under Management7,481MILLIONS
Total Number of Accounts1,733ACCOUNTS
Average Account Value$4,316,861
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MA, MD, NJ, NY, PA, TX, VA
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