# W.G. SHAHEEN & ASSOCIATES, LTD. DBA WHITNEY & COMPANY

W.G. SHAHEEN & ASSOCIATES, LTD. DBA WHITNEY & COMPANY of ROCHESTER, NY is an SEC-registered investment adviser.

## Registration

- CRD: 113924
- Type: SEC-registered investment adviser
- SEC file number: 801-15451
- Location: 311 ALEXANDER STREET, ROCHESTER, NY, 14580
- Phone: 716-232-6200
- Latest filing: 2001-10-19
- Regulatory AUM: $29.1M
- Discretionary AUM: $28.6M
- Non-discretionary AUM: $512K
- Clients: 1
- Accounts: 64

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| [SHAHEEN WILLIAM GERARD](https://search.stillhousedata.com/person/745887) | PRESIDENT; PRESIDENT & CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113924/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113924/similar
- Related entities: https://search.stillhousedata.com/firm/113924/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113924

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.