Whitney & Company

Whitney & Company (CRD# 117307) is a financial advisory firm headquartered in Rochester, NY. They manage $342,145,522 in 341 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    342
    MILLION
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $1,003,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY, TX

Financial Advisors at Whitney & Company
Showing 1 - 1 of 1 top financial advisors.
1
William G. Shaheen
CRD#: 4446365
311 Alexander Street, Suite 200, Rochester, NY 14604
87
Wealthminder
score

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.

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