Robert
Pickels
Whitney & Company
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About this Advisor
Robert Pickels is a chartered financial analyst who works out of Rochester, New York with 2 years of industry experience. Pickels is an advisor for Whitney & Company. During their career, the advisor has held roles at Manning & Napier Investor Services, Inc, Manning & Napier Advisors, LLC and Whitney & Company. Pickels has a Series 63 license, designating them as a securities representative, and is approved to serve investors in New York. Whitney & Company is an advisory business operating out of Rochester, NY. It oversees $794 million in assets under management across its 1,527 customer accounts, making it one of the larger firms in the country by assets under management. Of its 1,527 accounts, 100% are associated with high-net-worth investors who have greater than $1 million in investable assets. Whitney & Company performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually depend on which service is provided. However, fee types charged by Whitney & Company most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Whitney & Company Brokerage Details
$794,075,267
12
1,527
$520,023
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Pickels Work History
Robert has been registered as a financial advisor for 2 years.*
Whitney & Company
Manning & Napier Advisors, LLC
Manning & Napier Advisors, LLC
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Pickels to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Whitney & Company
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
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