WILLIAM ROBERTSON WHITNEY is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with INTEGRATED WEALTH CONCEPTS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | 2024-06-18 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2022-12-15 | 2024-04-22 | — |