Whitney & Company

CRD 117307 · Rochester, NY · $1.5B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 117307
SEC number: 801-60710
Firm type: RIA
Assets under management: $1.5B as of Mar 27, 2026
Website: www.linkedin.com/company/w-g-shaheen-&-associates-dba-whitney-&-company ↗
Phone: 585-232-6200
Address: 959 Panorama Trail S, Rochester, NY, 14625

Advisors at this firm

9 in our index · page 1 of 1

William Edward BennettCRD 2363955 · Rochester, NY

IA Registered
Jeffrey Evan BravermanCRD 5785012 · Rochester, NY

IA Registered
Adam N. MageeCRD 6628600 · Rochester, NY

IA Registered
William Ernest MooreCRD 7394653 · Rochester, NY

IA Registered
Robert Firth PickelsCRD 2968427 · Rochester, NY

IA RegisteredRegistration inactive
Christopher M RadiganCRD 3189491 · Rochester, NY

IA Registered
William Gerard ShaheenCRD 4446365 · Rochester, NY

IA Registered
William Arthur ShaheenCRD 7401105 · Rochester, NY

IA Registered
Sarah L StymusCRD 5986949 · Rochester, NY

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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