Michael Whitney
Investment Adviser Representative at Solitude Financial Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Whitney is an investment adviser representative with Solitude Financial Services, Inc. in Charlottesville, VA, where they have been registered since 2026. They have worked in the securities industry since 2021 and were previously registered with LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Virginia.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial, LLCApr 2020 – Jun 2025Albany, NY
- Wealthway Financial AdvisorsJun 2018 – May 2020Norfolk, VA
- Clemson UniversityAug 2014 – May 2018Clemson, SC
- BrightViewJun 2017 – Aug 2017Troy, NY
- Amici ClemsonFeb 2018 – Apr 2018Clemson, SC
- Sole on the GreenOct 2016 – Apr 2017Clemson, SC
- Albany Financial GroupMay 2020 – Jun 2025Albany, NY
- Solitude Financial Services, Inc.Jun 2025 – no end date reportedCharlottesville, VA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Solitude Financial Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Tier 11.00%
- Tier 20.80%
- Tier 30.70%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management including financial resilience planning, investment of new funds, PRAP (Pilot Retirement Account Plan) management through Personal Choice Retirement Accounts at Charles Schwab, portfolio management, tax alpha strategies, and professional tax filing services provided at no additional cost through a partnered CPA firm.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Charlottesville, VA
- Founded:
- 2011
- SEC file number:
- 801-117235
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 10, 2026
View full firm profileOther advisors at Solitude Financial Services, Inc.
5 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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