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Sean Michael Gilsenan

Whitener Capital Management, Inc

Cary, NC

Rocky Mount, NC

CRD 2426535

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Employer firm

Whitener Capital Management, Inc CRD 106865

$598M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Whitener Capital Management, Inc

3993 Sunset Avenue, Rocky Mount, NC 27804 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2011-02-09
  • NC RA
    APPROVED
    Since 2011-02-09

Branch Locations

Cary, NC • United States

3993 Sunset Avenue, Rocky Mount, NC 27804 • 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
Whitener Capital Management Inc. Rocky Mount NC 01/2011 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-01-12
S63 Uniform Securities Agent State Law Examination 1993-12-07
  • S65 Uniform Investment Adviser Law Examination
    1994-01-12
  • S63 Uniform Securities Agent State Law Examination
    1993-12-07
Designations
  • Certified Financial Planner
Other Names
  • Sean M Gilsenan

View on SEC IAPD

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