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Robert Firth Pickels

W.G.SHAHEEN & ASSOCIATES,LTD.·ROCHESTER, New York
SIE, Series 7, Series 63CFAClean record5 years registeredW.G.SHAHEEN & ASSOCIATES,LTD.
959 PANORAMA TRAIL S, ROCHESTER, NY 14625CRD# 2968427Firm CRD# 117307

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Firth Pickels · ROCHESTER, NY
Registration
CRD #2968427 · W.G.SHAHEEN & ASSOCIATES,LTD. · 5 years registered
Brand Profile
Not yet started
01

Career History

WHITNEY & COMPANY
Jul 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · July 12, 2021
Years registered · 5
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
W.G.SHAHEEN & ASSOCIATES,LTD.
CRD 117307 · SEC 801-60710
AUM
$1.0B
Regulatory assets under management
Employees
12
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. →
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05

Frequently Asked Questions

What services does Robert Firth Pickels offer?
Robert Firth Pickels specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.
What are Robert Firth Pickels's credentials?
Robert Firth Pickels holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robert Firth Pickels located?
Robert Firth Pickels 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 Robert Firth Pickels charge for services?
Robert Firth Pickels'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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Other Advisors at W.G.SHAHEEN & ASSOCIATES,LTD.

Adam N. Magee
ROCHESTER, NY
Christopher M Radigan
ROCHESTER, NY
William Gerard Shaheen
ROCHESTER, NY

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