Best Investors
Account
Sign in
Whitney & Company CRD 117307
$1.49B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
959 Panorama Trail S Suite 190, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-06 |
Branch Locations
959 Panorama Trail S Suite 190, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whitney & Company | Rochester | NY | 03/2015 | Present |
Reach out to this advisor