Whitney Baniewicz has been Principal, Chief Compliance Officer of RDG Capital Management since October 2026, is a control person of the firm and directly owns 75% or more of it. Whitney Baniewicz studied at the University of Tennessee.
RDG Capital Management LLC is a Pittsford, NY firm with $132M under management, 91 clients and 2 advisers in one office, as of its September 2026 filing.
Whitney Baniewicz is Partner of RDG Capital Management, based in Pittsford, New York. Separately, she is one of the seven partners at RDG+Partners, the CPA firm, where she provides accounting and business planning services to a limited group of families in New York and California. In 2012 she merged her practice with Rizzo DiGiacco CPAs, now known as RDG+Partners CPAs.
- RDG Capital Management LLCCurrent– present · under a yearPittsford, NY · Adviser representative · Firm CRD 329749
Professional designations
Listed by RDG Capital Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Whitney Baniewicz is registered as an investment adviser representative in New York, since March 2026.
- New YorkSince 3 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 February 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Whitney Lorene Baniewicz
- CRD
- 5480153
- Firm
- RDG Capital Management · CRD 329749
- Role
- Principal, Chief Compliance Officer
- Office
- 20 OFFICE PARK WAY, SUITE 140, Pittsford, NY 14534
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rdgcapitalmanagement.com
Where does Whitney Baniewicz work?
Whitney Baniewicz has been Principal, Chief Compliance Officer of RDG Capital Management LLC since October 2026, and is a control person of the firm.
Is Whitney Baniewicz a financial advisor?
Yes. Whitney Baniewicz has a current investment-adviser registration in New York, through RDG Capital Management since March 2026.
How many years of experience does Whitney Baniewicz have?
Whitney Baniewicz has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Whitney Baniewicz passed?
Whitney Baniewicz passed the Series 65 in February 2026.
Where is Whitney Baniewicz based?
Whitney Baniewicz’s registered office is in Pittsford, NY.
Is Whitney Baniewicz registered with FINRA?
No. Whitney Baniewicz has no current broker registration.
How can I verify Whitney Baniewicz’s record?
Search CRD 5480153 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Whitney Baniewicz’s full registration record.
