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Robert Firth Pickels

Whitney & Company

Rochester, NY

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Current Employers
Whitney & Company

959 Panorama Trail S Suite 190, Rochester, NY 14625 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-12
  • NY RA
    APPROVED
    Since 2021-07-12

Branch Locations

959 Panorama Trail S Suite 190, Rochester, NY 14625 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Manning & Napier Investor Services, Inc. Fairport NY 08/2002 08/2017
Manning & Napier Advisors, Llc Fairport NY 03/2016 08/2017
Whitney & Company Rochester NY 09/2017 Present
  • 08/2002 → 08/2017
    Manning & Napier Investor Services, Inc.
    Fairport, NY
  • 03/2016 → 08/2017
    Manning & Napier Advisors, Llc
    Fairport, NY
  • 09/2017 → Present
    Whitney & Company
    Rochester, NY
Other Businesses

Owner of Rental Property: 01/2017 - Present, Non-Investment Related, Zero hours during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-08-03
  • S63 Uniform Securities Agent State Law Examination
    1998-08-03
Designations
Other Names
  • . .

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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