Connor Holly, financial advisor Rochester NY
97 score

Connor Holly

CRD Number: 5887021
Current Firm: Sage, Rutty & Company, Inc.

I am an entrepreneur who focuses on providing financial planning and investment management services. I help my clients build, manage, protect and transition their wealth. We help our clients build their wealth by guiding their investment selections in their retirement plans. We help our clients manage their wealth after they have retired. We help our clients protect their wealth through the use of various insurances and wills. We ultimately help our clients transition their wealth to their heirs through the use of an estate plan. 


We work with clients in any phase of their life who are looking for unbiased, objective advice. We are proud to serve those who are just beginning to save for retirement with little investable assets to guiding those with millions of dollars invested with us. 

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Company Name Location Dates Years
Sage Rutty & Company, Inc. Rochester, NY Feb 2011 - Current 5
The Canyons Resort Park City, UT Nov 2010 - Current 5
Student Fridonia, NY Jun 2006 - Current 10
Ski Company Henrietta, NY Aug 2005 - Current 11
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Aug 2011
S66 NASAA Uniform Combined State Law Examination Sep 2011
S53 Municipal Securities Principal Examination (MP) Jan 2014
Contact Info for Connor B. Holly
Phone Number: (585) 512-2342
Advisor Website:
Registered State(s):
  • FL
  • CA
  • TX
  • NY
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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This advisor has a clean track record with regulators.

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