Connor HollyCRD 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.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Axa Advisors, LLC
|Sage Rutty & Company, Inc.||Rochester, NY||Feb 2011 - Current||5|
|The Canyons Resort||Park City, UT||Nov 2010 - Current||6|
|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|
Total Assets Under Management714MILLIONS
Total Number of Accounts3,730ACCOUNTS
Average Account Value$191,527
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, FL, HI, IL, MA, MN, NC, NY, TN, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.