Robert Firth Pickels
Investment adviser representative at Whitney & Company
24 yearsExperience
1 stateRegistered in
CFADesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Whitney & CompanySep 2017 to now
- Manning & Napier Advisors, LLCMar 2016 to Aug 2017
- Manning & Napier Investor Services, Inc.Aug 2002 to Aug 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (NY).
Whitney & Company
Legal name: W.g.shaheen & Associates,ltd.
$1.5BAssets managed
739Clients
9Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2968427
- Firm CRD
- 117307