W.G.SHAHEEN & ASSOCIATES,LTD.
Legal name: WHITNEY & COMPANY
CRD #117307 SEC #801-60710 ROCHESTER, NY 585-232-6200
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
12
Clients
251
Accounts
1,744
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAHEEN, IVETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAHEEN, IVETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAHEEN, IVETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAHEEN, IVETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAHEEN, IVETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAHEEN, IVETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAHEEN, IVETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT & CEO | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT & CEO | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT & CEO | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT & CEO | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT & CEO | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT & CEO | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT & CEO | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT & CEO | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT & CEO | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT & CEO | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO | D | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO | D | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO | D | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO | D | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO | D | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO | D | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO | D | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO | D | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO | D | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO | D | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO | D | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO | D | Control |
| SHAHEEN, WILLIAM, GERARD | I | PRESIDENT/CEO | D | Control |
| Magee, Adam, N. | I | PARTNER | B | |
| Magee, Adam, N. | I | PARTNER | B | |
| Magee, Adam, N. | I | PARTNER | B | |
| Magee, Adam, N. | I | PARTNER | B | |
| Magee, Adam, N. | I | PARTNER | B | |
| Magee, Adam, N. | I | PARTNER | B | |
| Magee, Adam, N. | I | PARTNER | B | |
| Magee, Adam, N. | I | PARTNER | B | |
| Magee, Adam, N. | I | PARTNER | B | |
| Magee, Adam, N. | I | PARTNER | B | |
| PICKELS, ROBERT, FIRTH | I | PARTNER | B | Control |
| PICKELS, ROBERT, FIRTH | I | PARTNER | B | Control |
| PICKELS, ROBERT, FIRTH | I | PARTNER | B | Control |
| PICKELS, ROBERT, FIRTH | I | PARTNER | B | Control |
| PICKELS, ROBERT, FIRTH | I | PARTNER | B | Control |
| PICKELS, ROBERT, FIRTH | I | PARTNER | B | Control |
| PICKELS, ROBERT, FIRTH | I | PARTNER | B | Control |
| PICKELS, ROBERT, FIRTH | I | PARTNER | B | Control |
| PICKELS, ROBERT, FIRTH | I | PARTNER | B | Control |
| PICKELS, ROBERT, FIRTH | I | PARTNER | B | Control |
| PICKELS, ROBERT, FIRTH | I | PARTNER | B | Control |
| PICKELS, ROBERT, FIRTH | I | PARTNER | B | Control |
| PICKELS, ROBERT, FIRTH | I | PARTNER | B | Control |
| RADIGAN, CHRISTOPHER, M | I | PARTNER | B | Control |
| RADIGAN, CHRISTOPHER, M | I | PARTNER | B | Control |
| RADIGAN, CHRISTOPHER, M | I | PARTNER | B | Control |
| RADIGAN, CHRISTOPHER, M | I | PARTNER | B | Control |
| RADIGAN, CHRISTOPHER, M | I | PARTNER | B | Control |
| RADIGAN, CHRISTOPHER, M | I | PARTNER | B | Control |
| RADIGAN, CHRISTOPHER, M | I | PARTNER | B | Control |
| RADIGAN, CHRISTOPHER, M | I | PARTNER | B | Control |
| RADIGAN, CHRISTOPHER, M | I | PARTNER | B | Control |
| RADIGAN, CHRISTOPHER, M | I | PARTNER | B | Control |
| RADIGAN, CHRISTOPHER, M | I | PARTNER | B | Control |
| RADIGAN, CHRISTOPHER, M | I | PARTNER | B | Control |
| RADIGAN, CHRISTOPHER, M | I | PARTNER | B | Control |
| SHAHEEN, WILLIAM, A | I | PARTNER | B | Control |
| SHAHEEN, WILLIAM, A | I | PARTNER | B | Control |
| SHAHEEN, WILLIAM, A | I | PARTNER | B | Control |
| SHAHEEN, WILLIAM, A | I | PARTNER | B | Control |
| SHAHEEN, WILLIAM, A | I | PARTNER | B | Control |
| SHAHEEN, WILLIAM, A | I | PARTNER | B | Control |
| SHAHEEN, WILLIAM, A | I | PARTNER | B | Control |
| SHAHEEN, WILLIAM, A | I | PARTNER | B | Control |
| SHAHEEN, WILLIAM, A | I | PARTNER | B | Control |
| SHAHEEN, WILLIAM, A | I | PARTNER | B | Control |
| SHAHEEN, WILLIAM, A | I | PARTNER | B | Control |
| SHAHEEN, WILLIAM, A | I | PARTNER | B | Control |
| SHAHEEN, WILLIAM, A | I | PARTNER | B | Control |
Registrations
Federal
IA
Oct 22, 2025 REGISTERED
Notice Filings (15)
AZ CA FL GA LA MA MD NC NH NJ NY OH PA TX VA
Address
959 PANORAMA TRAIL SSUITE 190
ROCHESTER, NY 14625
United States
Phone: 585-232-6200