Unclaimed Profile

Adam N. Magee

W.G.SHAHEEN & ASSOCIATES,LTD.·ROCHESTER, New York

Clean record5 years registeredW.G.SHAHEEN & ASSOCIATES,LTD.

959 PANORAMA TRAIL S, ROCHESTER, NY 14625CRD# 6628600Firm CRD# 117307

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam N. Magee · ROCHESTER, NY

Registration

CRD #6628600 · W.G.SHAHEEN & ASSOCIATES,LTD. · 5 years registered

Brand Profile

Not yet started

Career History

WHITNEY & COMPANY

Jul 2021 – present

Registrations & Exams

Registration record

First registered · July 12, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

W.G.SHAHEEN & ASSOCIATES,LTD.

CRD 117307 · SEC 801-60710

AUM

$1.0B

Regulatory assets under management

Employees

1,625 client accounts

Services offered by W.G.SHAHEEN & ASSOCIATES,LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at W.G.SHAHEEN & ASSOCIATES,LTD. →

Introduction

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Frequently Asked Questions

What services does Adam N. Magee offer?

Adam N. Magee specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.

What are Adam N. Magee's credentials?

Adam N. Magee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam N. Magee located?

Adam N. Magee is based in ROCHESTER, New York, working with W.G.SHAHEEN & ASSOCIATES,LTD.. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does Adam N. Magee charge for services?

Adam N. Magee's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is W.G.SHAHEEN & ASSOCIATES,LTD.?

W.G.SHAHEEN & ASSOCIATES,LTD. has approximately 12 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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