W.G. SHAHEEN & ASSOCIATES, LTD. DBA WHITNEY & COMPANY
CRD #113924 SEC #801-15451 ROCHESTER, NY 716-232-6200
SEC Registered
Total AUM
$29.1M
Discretionary
$28.6M
Employees
5
Clients
--
Accounts
64
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 19, 2001
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT | NA | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT | NA | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT & CEO | E | Control |
Registrations
Federal
IA
Oct 19, 2001 REGISTERED
Notice Filings (1)
NY
Address
311 ALEXANDER STREETROCHESTER, NY 14580
USA
Phone: 716-232-6200