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Director; Chief Advancement Officer · Shankland Financial Advisors, LLC

Bruce L. Whitney

CRD 8149329 · Named on Form ADV at one SEC-registered adviser

At a glance

Shankland Financial Advisors, LLC, an SEC-registered wealth manager with $102 million in regulatory assets, lists Bruce L. Whitney on its Form ADV as Director; Chief Advancement Officer.

Firms and roles

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Bruce’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bruce’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.