# W.G.SHAHEEN & ASSOCIATES,LTD.

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

## Registration

- CRD: 117307
- Type: SEC-registered investment adviser
- SEC file number: 801-60710
- Location: 959 PANORAMA TRAIL S, SUITE 190, ROCHESTER, NY, 14625
- Phone: 585-232-6200
- Latest filing: 2026-03-27
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Clients: 12
- Accounts: 1,885

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Christy Jean Fabian | CHIEF COMPLIANCE OFFICER | — |
| Andy John Armstrong | CHIEF COMPLIANCE OFFICER | — |
| William Gerard Shaheen | PRESIDENT/CEO | — |
| Robert Firth Pickels | PARTNER | — |
| Christopher M Radigan | PARTNER | — |
| William A Shaheen | PARTNER | — |
| Adam N Magee | PARTNER | — |
| SHAHEEN WILLIAM GERARD | PRESIDENT & CEO; PRESIDENT/CEO; PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | — |
| SHAHEEN IVETTE | CHIEF COMPLIANCE OFFICER | — |
| ARMSTRONG ANDY JOHN | CHIEF COMPLIANCE OFFICER | — |
| Magee Adam N | PARTNER | — |
| SHAHEEN WILLIAM A | PARTNER | — |
| PICKELS ROBERT FIRTH | PARTNER | — |
| RADIGAN CHRISTOPHER M | PARTNER | — |
| Adam N. Magee | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117307/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117307/similar
- Related entities: https://search.stillhousedata.com/firm/117307/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117307

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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.