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Adam N. Magee

W.G.SHAHEEN & ASSOCIATES,LTD.·ROCHESTER, New York
Unclaimed Profile
959 PANORAMA TRAIL S, ROCHESTER, NY 14625CRD# 6628600Firm CRD# 117307
01

About

Adam N. Magee is a registered financial advisor based in ROCHESTER, New York, affiliated with W.G.SHAHEEN & ASSOCIATES,LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
W.G.SHAHEEN & ASSOCIATES,LTD.
WHITNEY & COMPANY
AUM
$1.0B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at W.G.SHAHEEN & ASSOCIATES,LTD. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6628600
Firm CRD# 117307
No disclosures on file
View on FINRA BrokerCheck →

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05

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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