Michael Whitney
Investment adviser representative at Solitude Financial Services, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$363.5MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Solitude Financial Services, Inc.Jun 2025 to now
- Albany Financial GroupMay 2020 to Jun 2025
- LPL Financial, LLCApr 2020 to Jun 2025
- Wealthway Financial AdvisorsJun 2018 to May 2020
- Amici ClemsonFeb 2018 to Apr 2018
- BrightviewJun 2017 to Aug 2017
- Sole On the GreenOct 2016 to Apr 2017
- Clemson UniversityAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Solitude Financial Services, Inc.
$363.5MAssets managed
164Clients
6Advisers
7 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
- 7251258
- Firm CRD
- 150348