Michael Whitney
SOLITUDE FINANCIAL SERVICES
CHARLOTTESVILLE, VA 22902
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CRD#: 7251258
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Whitney's 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®
Start date: 2021
Experience
Current
February 3, 2026 - Present
SOLITUDE FINANCIAL SERVICES, INC.
Office #1: 236 East High Street, Charlottesville, VA 22902RIA
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
General Industry/Product Exam
RR
Series 7TO
Date: 10/23/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 787 |
| AUM (Assets Under Management) | $ 363,512,536 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/23/2026 | ||
| 07/29/2024 | ||
| 10/24/2023 |
Red Flags
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Company Information
SOLITUDE FINANCIAL SERVICES, INC.
CRD#: 150348Charlottesville, VA 22902TRUST BUT VERIFY
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