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Adam N. Magee

Whitney & Company

Rochester, NY

CRD 6628600

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Employer firm

Whitney & Company CRD 117307

$1.49B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

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
Whitney & Company Rochester NY 09/2017 Present
Lvw Advisors Pittsford NY 08/2015 08/2017
  • 09/2017 → Present
    Whitney & Company
    Rochester, NY
  • 08/2015 → 08/2017
    Lvw Advisors
    Pittsford, NY
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK
NOVEM GROUP

Nearby Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS

Nearby Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY

More in Rochester, NY

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