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Michael Whitney

Michael Whitney

SOLITUDE FINANCIAL SERVICES
CHARLOTTESVILLE, VA 22902
Some features on this profile are disabled
CRD#: 7251258
Michael Whitney

Professional summary

Michael Whitney, CFP® is a registered financial advisor currently at SOLITUDE FINANCIAL SERVICES, INC. located in Charlottesville, Virginia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michael has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Whitney'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

February 3, 2026 - Present

SOLITUDE FINANCIAL SERVICES, INC.

Office #1: 236 East High Street, Charlottesville, VA 22902
RIA
CRD#: 150348
CHARLOTTESVILLE, VA
Past

October 23, 2020 - June 10, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
ALBANY, 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".
SF
SOLITUDE FINANCIAL SERVICES, INC.
GENE MICHAEL KOWALSKI | SOLITUDE FINANCIAL SERVICES, INC. | SOLITUDE FINANCIAL SERVICES | KOWALSKI CONSULTING

CRD#: 150348 / SEC#: 801-117235

RIA
Registered Investment Advisory firm - (8/23/2019 Approved)
Florida
Registered Investment Advisory firm - (11/8/2019 Terminated)
Texas
Registered Investment Advisory firm - (11/8/2019 Terminated)
Virginia
Registered Investment Advisory firm - (11/8/2019 Terminated)

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
(2/3/2026)
IAR
Virginia
(2/3/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/20/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/23/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/17/2020
Securities Industry Essentials Examination

Current Firm

SF
SOLITUDE FINANCIAL SERVICES, INC.
GENE MICHAEL KOWALSKI | SOLITUDE FINANCIAL SERVICES, INC. | SOLITUDE FINANCIAL SERVICES | KOWALSKI CONSULTING

CRD#: 150348 / SEC#: 801-117235

RIA
Registered Investment Advisory firm - (8/23/2019 Approved)
Florida
Registered Investment Advisory firm - (11/8/2019 Terminated)
Texas
Registered Investment Advisory firm - (11/8/2019 Terminated)
Virginia
Registered Investment Advisory firm - (11/8/2019 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
236 East High Street, Charlottesville, VA 22902
Mailing Address
Phone number
(434) 218-2201
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/4/2026)

Regulatory assets under management

Total Number of Accounts787
AUM (Assets Under Management)$ 363,512,536

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/23/2026
Cover Page
Report
07/29/2024
Cover Page
Report
10/24/2023
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.

Company Information

SOLITUDE FINANCIAL SERVICES, INC.

CRD#: 150348Charlottesville, VA 22902

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