Whitney & Company
Whitney & Company (CRD# 117307) is a financial advisory firm headquartered in Rochester, NY. They manage $395,688,952 in 350 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management396MILLION
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Total Number of Accounts350ACCOUNTS
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Average Account Value$1,130,540
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

Registered Investment Advisor
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, NH, NY, TX
Financial Advisors at Whitney & Company
1
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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