0001765380-23-000076.txt : 20230503 0001765380-23-000076.hdr.sgml : 20230503 20230503133018 ACCESSION NUMBER: 0001765380-23-000076 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230503 DATE AS OF CHANGE: 20230503 EFFECTIVENESS DATE: 20230503 FILER: COMPANY DATA: COMPANY CONFORMED NAME: W.G. Shaheen & Associates DBA Whitney & Co CENTRAL INDEX KEY: 0001577001 IRS NUMBER: 161577084 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15514 FILM NUMBER: 23882885 BUSINESS ADDRESS: STREET 1: 959 PANORAMA TRAIL S STREET 2: SUITE 190 CITY: ROCHESTER STATE: NY ZIP: 14625 BUSINESS PHONE: 585-232-6200 MAIL ADDRESS: STREET 1: 959 PANORAMA TRAIL S STREET 2: SUITE 190 CITY: ROCHESTER STATE: NY ZIP: 14625 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001577001 XXXXXXXX 03-31-2023 03-31-2023 W.G. Shaheen & Associates DBA Whitney & Co

959 PANORAMA TRAIL S SUITE 190 ROCHESTER NY 14625

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