Whitney & Company

Overview

Whitney & Company is an SEC registered investment adviser based in Rochester, NY, registered since 2001. It reports $1.5B in assets under management across 1,885 accounts, with 12 employees. It has 9 investment adviser representatives.

Reported AUM

$1.5B

Discretionary

100%

Accounts

1,885

Average account

$791K

Employees

12

Advisory reps

9

Registered since

2001

Jurisdictions

14

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 6

• William Gerard Shaheen President, Chief Executive Officer CRD 4446365
• Christy Jean Fabian Chief Compliance Officer CRD 5872007
• Adam N Magee Partner CRD 6628600

3 more executive officers, with direct contact details

Advisory reps 3 of 9

• William Edward Bennett Investment Adviser Rep CRD 2363955
• Jeffrey Evan Braverman Investment Adviser Rep CRD 5785012
• Adam N Magee Investment Adviser Rep CRD 6628600

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

959 Panorama Trl S Ste 190
Rochester, NY 14625

County

Monroe

Metro area

Rochester, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: whitneyandcompany.com

Every state, with registration dates

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