Roger Patrick Whitney
Investment Adviser Representative at RETIRE AGILE
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Roger Patrick Whitney has worked in the securities industry since 1991. They are registered to provide investment advisory services in Colorado and Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Retire Agile Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at RETIRE AGILE
3 other advisors in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Roger Patrick 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.