Jeffrey Braverman
Whitney & Company · Rochester, New York
Jeffrey Braverman is a fee-only financial advisor at Whitney & Company in Rochester, New York. Jeffrey focuses on retirement planning, tax planning and estate & legacy planning. Whitney & Company reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Whitney & Company |
|---|---|
| Based in | Rochester, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.49B across 1,885 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5785012 |
| Exams passed | Series 65 (2025) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.whitneyandcompany.com |
How Jeffrey's firm compares
- Whitney & Company's average account is about $791,000, from its Form ADV (assets managed divided by 1,885 accounts).
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Questions about Jeffrey
Is Jeffrey Braverman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Whitney & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Whitney & Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Braverman based?
Jeffrey Braverman is based in Rochester, New York.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, tax planning and estate & legacy planning.
Is Jeffrey Braverman registered with the SEC?
Yes. Jeffrey Braverman is registered as an investment adviser representative in NY (CRD 5785012), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Whitney & Company manage?
Whitney & Company reports $1.49B across 1,885 accounts in assets under management.
How do I contact Jeffrey Braverman?
Through Jeffrey's website, www.whitneyandcompany.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Whitney & Company website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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