Colin Young, financial advisor Rochester NY
89 score

Colin Young

CRD Number: 6280910
Current Firm: Sage, Rutty & Company, Inc.

Colin Young (CRD# 6280910) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Sage, Rutty & Company, Inc. Rochester, NY Aug 2015 - Current 1
Axa Advisors, LLC New York, NY Dec 2013 - Aug 2015 1
The Hanover Insurance Group Liverpool, NY Oct 2010 - Dec 2013 3
Unemployment Syracuse, NY Sep 2010 - Oct 2010 < 1
Wells Fargo Financial East Syracuse, NY Apr 2010 - Sep 2010 < 1
Daiker's Inc. Old Forge, NY Jul 2008 - Mar 2010 1
State University Of New York At Oswego Oswego, NY Aug 2005 - May 2009 3
Ponderosa Oswego, NY Sep 2008 - Apr 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Colin J. Young
Phone Number: 585-232-3760
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    714
    MILLIONS
  • Total Number of Accounts
    3,730
    ACCOUNTS
  • Average Account Value
    $191,527
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, FL, HI, IL, MA, MN, NC, NY, TN, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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