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Michael Whitney

Investment Adviser Representative at SOLITUDE FINANCIAL SERVICES, INC.

Charlottesville, VACRD #7251258Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
2 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
TexasVirginia
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/20/2020
Series 7
General Securities Representative Examination
Passed 10/23/2020
SIE
Securities Industry Essentials Examination
Passed 7/17/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Tier 11.00%
Tier 20.80%
Tier 30.70%
Source

Solitude Financial Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SOLITUDE FINANCIAL SERVICES, INC.Current
2/3/2026Charlottesville, VA
LPL FINANCIAL LLC
10/23/20206/10/2025Albany, NY

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SOLITUDE FINANCIAL SERVICES, INC.

5 other advisors in the directory

View SOLITUDE FINANCIAL SERVICES, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Whitney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Michael Whitney - Financial Advisor in Charlottesville, VA | AdvisorFinder