Whitney Lorene Baniewicz

Employer firm

Rdg Capital Management LLC CRD 329749

$132M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 10/2025
  Rdg + Partners, Cpa
  Pittsford, NY
• 12/2023 → Present
  Rdg Capital Management, Llc
  Rochester, NY

Other Businesses

Bano RE Holdings, LLC - Owns Residential Real Estate Bano RE Holdings 2, LLC- Owns residential real estate WBGL, LLC- Owns residential real estate WBGL2, LLC- Owns residential real estate

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-12

Other Names

• Whitney Marrett
• Whitney Baniewicz