Sarah L Stymus
Investment adviser representative at Whitney & Company
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
16 years in the industry.
- Whitney & CompanyApr 2024 to now
- Sage, Rutty & Co., Inc.Jan 2022 to Apr 2024
- UnemployedAug 2021 to Jan 2022
- J.P. Morgan Securities LLCOct 2012 to Aug 2021
- JPMorgan Chase BankNov 2010 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2021
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
- 5986949
- Firm CRD
- 117307