Whitney & Company

Whitney & Company (CRD# 117307) is a financial advisory firm headquartered in Rochester, NY. They manage $1,017,218,031 in 1,625 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
959 Panorama Trail S, Suite 190, Rochester, NY 14625
https://www.linkedin.com/company/w-g-shaheen-
By the Numbers
  • Total Assets Under Management
    1,017
    MILLION
  • Total Number of Accounts
    1,625
    ACCOUNTS
  • Average Account Value
    $625,980
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, MA, MD, NC, NJ, NY, OH, PA, TX, VA

Financial Advisors at Whitney & Company
Showing 1 - 8 of 8 top financial advisors.
1
William Shaheen, financial advisor Rochester NY
William G. Shaheen
CRD#: 4446365
959 Panorama Trail S, Suite 190, Rochester, NY 14625

William Shaheen (CRD# 4446365) is an Investment Advisor Representative working at Whitney & Company in Rochester, NY and has 1 year of experience in the finance industry.

2
William Bennett, financial advisor Rochester NY
William E. Bennett
CRD#: 2363955
959 Panorama Trail S, Suite 190, Rochester, NY 14625

William Bennett (CRD# 2363955) is an Investment Advisor Representative working at Whitney & Company in Rochester, NY and has over 30 years of experience in the finance industry.

3
Adam Magee, financial advisor Rochester NY
Adam N. Magee
CRD#: 6628600
959 Panorama Trail S, Suite 190, Rochester, NY 14625

Adam Magee (CRD# 6628600) is an Investment Advisor Representative working at Whitney & Company in Rochester, NY and has 1 year of experience in the finance industry.

4
William Moore, financial advisor Rochester NY
William E. Moore
CRD#: 7394653
959 Panorama Trail S, Suite 190, Rochester, NY 14625

William Moore (CRD# 7394653) is an Investment Advisor Representative working at Whitney & Company in Rochester, NY and has 1 year of experience in the finance industry.

5
Robert Pickels, financial advisor Rochester NY
Robert F. Pickels
CRD#: 2968427
959 Panorama Trail S, Suite 190, Rochester, NY 14625

Robert Pickels (CRD# 2968427) is an Investment Advisor Representative working at Whitney & Company in Rochester, NY and has over 25 years of experience in the finance industry.

6
Christopher Radigan, financial advisor Rochester NY
Christopher M. Radigan
CRD#: 3189491
959 Panorama Trail S, Suite 190, Rochester, NY 14625

Christopher Radigan (CRD# 3189491) is an Investment Advisor Representative working at Whitney & Company in Rochester, NY and has 1 year of experience in the finance industry.

7
William Shaheen, financial advisor Rochester NY
William A. Shaheen
CRD#: 7401105
959 Panorama Trail S, Suite 190, Rochester, NY 14625

William Shaheen (CRD# 7401105) is an Investment Advisor Representative working at Whitney & Company in Rochester, NY and has 1 year of experience in the finance industry.

8
Miles Sharpe, financial advisor Rochester NY
Miles N. Sharpe
CRD#: 7773484
959 Panorama Trail S, Suite 190, Rochester, NY 14625

Miles Sharpe (CRD# 7773484) is an Investment Advisor Representative working at Whitney & Company in Rochester, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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