Torry Whitcher

GENERATION CAPITAL MANAGEMENT

PITTSFORD, NY 14534

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CRD#: 6515507

Professional summary

Torry Whitcher, who also goes by Torry Burke Whitcher, is a registered financial advisor currently at GENERATION CAPITAL MANAGEMENT LLC located in Pittsford, New York.

Torry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Torry has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Torry Burke Whitcher

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.

1. Whitcher Enterprises LLC - not investment related - 993 Middle Road, Rush, NY 14543 - Rental Property - Co-Owner - Co-Owner - 8/26/2021 - 10 hours - 0 hours - Manage Rental Properties 2. Jayhawk Health Ventures, LLC - not investment related - 3349 Monroe Avenue, Suite 24, Pittsford, NY 14543 - Medical Wellness Studio - Co-Owner - Co-Owner - 06/01/2025 - 10 hours - 0 hours - Oversee Studio Operations

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Torry Whitcher'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

August 4, 2026 - Present

GENERATION CAPITAL MANAGEMENT LLC

Office #1: 1163 Pittsford-victor Road #100, Pittsford, NY 14534

RIA

CRD#: 128523

PITTSFORD, NY

Past

July 24, 2024 - July 1, 2026

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Pittsford, NY

Past

June 4, 2024 - June 30, 2026

RFG ADVISORY, LLC

RIA

CRD#: 158401

PITTSFORD, NY

Past

August 17, 2022 - May 31, 2024

NOVEM GROUP

RIA

CRD#: 158964

ROCHESTER, NY

Past

August 16, 2022 - July 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

ROCHESTER, NY

Past

February 1, 2021 - August 17, 2022

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA

CRD#: 277085

Williamsville, NY

Past

February 1, 2021 - August 17, 2022

PEAK BROKERAGE SERVICES, LLC

CRD#: 157045

Rochester, NY

Past

July 2, 2015 - February 9, 2021

PRUCO SECURITIES, LLC.

CRD#: 5685

Pittsford, 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".

GENERATION CAPITAL MANAGEMENT LLC

CRD#: 128523 / SEC#: 801-70216

RIA

Registered Investment Advisory firm - (6/5/2009 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

New York
(8/4/2026)

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 65

Date: 12/21/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/17/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/2/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GENERATION CAPITAL MANAGEMENT LLC

CRD#: 128523 / SEC#: 801-70216

RIA

Registered Investment Advisory firm - (6/5/2009 Approved)

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Contact information

Main Address

1163 Pittsford-victor Road #100, Pittsford, NY 14534

Mailing Address

Phone number

(585) 232-8560

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	406
AUM (Assets Under Management)	$ 1,029,554,376

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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Advisor Monitoring

Firm Stability Insights

Torry Whitcher

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Torry Whitcher's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

RFG ADVISORY, LLC

NOVEM GROUP

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BLACKRIDGE ASSET MANAGEMENT, LLC

PEAK BROKERAGE SERVICES, LLC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

GENERATION CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2020

Series 63

Date: 7/17/2015

SIE

Date: 10/1/2018

Series 6

Date: 7/2/2015

Current Firm

GENERATION CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GENERATION CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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