Whitney Solcher, financial advisor San Antonio TX

Whitney Solcher

CRD Number: 4431461
Current Firm: Ulrich Investment Consultants

Whitney Solcher (CRD# 4431461) is an Investment Advisor Representative working at Ulrich Investment Consultants in San Antonio, TX and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Shepherd Kaplan LLC Boston, MA Jul 2013 - Mar 2019 5
First Southwest Company San Antonio, TX Apr 2009 - Jun 2013 4
San Antonio Capital & Trust, LLC San Antonio, TX Feb 2009 - Jun 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Whitney E. Solcher
Phone Number: 505-224-9100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,678
    MILLIONS
  • Total Number of Accounts
    565
    ACCOUNTS
  • Average Account Value
    $2,970,729
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, ID, LA, MD, NE, NM, TX, WA

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