Whitney E. Solcher

ULRICH INVESTMENT CONSULTANTS

San Antonio, TX 78215

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CRD#: 4431461

Professional summary

Whitney E Solcher, who also goes by Whitney Elizabeth Solcher, is a registered financial advisor currently at ULRICH INVESTMENT CONSULTANTS located in San Antonio, Texas.

Whitney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Whitney has worked at 6 firms and has passed the Series 66, Series 3 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Whitney Elizabeth Solcher

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Ms. Solcher is a member of two family entities which are member managed. The entities maintain accounts with UIC but Ms. Solcher is excluded from entering into contracts or otherwise acting on behalf of the entities unless directed in writing by the Registered Agent. Ms. Solcher does not receive any compensation for her role in the entities. Ms. Solcher spends approximately 1 hour a month on this activity. This activity creates a conflict of interest with clients. The conflict is mitigated because the Firm and its IARs will abide by the firm's Code of Ethics and will always act in the best interest of every client. Ms. Solcher also serves as trustee on a trust, where this trust is a client of the firm. In addition, Ms. Solcher serves as Co-Trustee for two family members whose revocable trusts are also UIC client's.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Whitney E Solcher's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 1, 2019 - Present

ULRICH INVESTMENT CONSULTANTS

Office #1: 711 Broadway Ste 355, San Antonio, TX 78215

RIA

CRD#: 159499

San Antonio, TX

Past

July 8, 2013 - April 2, 2019

SHEPHERD KAPLAN LLC

RIA

CRD#: 128244

SAN ANTONIO, TX

Past

June 30, 2009 - June 6, 2013

TPB WEALTH ADVISORS, LLC

RIA

CRD#: 150508

SAN ANTONIO, CA

Past

May 11, 2009 - April 19, 2011

FSW ADVISORY SERVICES INC.

RIA

CRD#: 148818

SAN ANTONIO, TX

Past

April 30, 2009 - November 30, 2009

FIRST SOUTHWEST COMPANY, LLC

CRD#: 316

SAN ANTONIO, TX

Past

October 2, 2001 - December 31, 2008

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ULRICH INVESTMENT CONSULTANTS

CRD#: 159499 / SEC#: 801-72880

RIA

Registered Investment Advisory firm - (12/2/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/1/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/3/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 3

Date: 10/20/2004

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 10/1/2001

General Securities Representative Examination

Current Firm

ULRICH INVESTMENT CONSULTANTS

CRD#: 159499 / SEC#: 801-72880

RIA

Registered Investment Advisory firm - (12/2/2011 Approved)

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Contact information

Main Address

1805 Rio Grande Boulevard Nw Suite 1, Albuquerque, NM 87104

Mailing Address

Phone number

(505) 224-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (1/30/2026)

Regulatory assets under management

Total Number of Accounts	1,032
AUM (Assets Under Management)	$ 3,619,832,252

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/05/2025	Cover Page	Report
09/13/2024	Cover Page	Report
05/01/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Whitney E. Solcher

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Whitney E Solcher's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHEPHERD KAPLAN LLC

TPB WEALTH ADVISORS, LLC

FSW ADVISORY SERVICES INC.

FIRST SOUTHWEST COMPANY, LLC

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

ULRICH INVESTMENT CONSULTANTS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/3/2001

Series 3

Date: 10/20/2004

Series 7

Date: 10/1/2001

Current Firm

ULRICH INVESTMENT CONSULTANTS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ULRICH INVESTMENT CONSULTANTS

TRUST BUT VERIFY

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