W.G.SHAHEEN & ASSOCIATES,LTD.

WHITNEY & COMPANY
ROCHESTER, New York·6 registered advisors·CRD# 117307
SEC# 801-607100585-232-6200
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at W.G.SHAHEEN & ASSOCIATES,LTD.

6 registered advisors
Adam N. Magee
ROCHESTER, New York
Christopher M Radigan
ROCHESTER, New York
Ivette Shaheen
ROCHESTER, New York
Robert Firth Pickels
ROCHESTER, New York
William A Shaheen
ROCHESTER, New York
William Gerard Shaheen
ROCHESTER, New York
05

Office Locations

ROCHESTER, New York
6 advisors

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Data sourced from SEC Form ADV filings. W.G.SHAHEEN & ASSOCIATES,LTD. (CRD# 117307) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.