Leslie Ann Whitney

Current Employers

Employment History

• 02/2014 → 12/2020
  Fiduciary Investment Advisors, Llc
  Windsor, CT
• 01/2021 → Present
  Fiducient Advisors Llc
  Chicago, IL

Previous Registrations

• 2014-02-25 → 2020-12-31
  Fiduciary Investment Advisors, Llc
  Kennebunk, ME
  Windsor, CT
• 2007-03-09 → 2015-03-31
  Whitney Retirement Services Group, Inc.
  Kennebunk, ME

Other Businesses

The name of the other business ;Creditor Committee; the business is not investment-related; the address of the other business; n/a; the nature of the other business; represent family members as creditors to an Estate; position/title ;Committee Member; the start date of your relationship; 2/2013; the approximate number of hours/month devoted to the other business; <1 hour; the number of hours devoted to the other business during securities trading hours;<1 hour; duties relating to the other business; review and vote on Trustee Recommendations; The name of the other business: Wellwood, Fort Wayne Mellor, Camden Hills LLC, the business is not investment-related; the address of the other business; 7138 S Glencoe Ct, Centennial CO 80122,; the nature of the other business; Passive Real Estate LLC with Family Members; position/title: Member; the start date of your relationship; 5/2018; the approximate number of hours/month devoted to the other business; 1-5 hours; the number of hours devoted to the other business during securities trading hours;<1 hour; duties relating to the other business; review accounts from Accountant, Lawyer.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-13
• S63 Uniform Securities Agent State Law Examination
  1996-04-02

Other Names

• Leslie Trainor
• Leslie Ann Trainor