Craig Gingerich, financial advisor Rochester NY
93 score

Craig Gingerich

CRD Number: 6073560
Current Firm: Sage, Rutty & Company, Inc.

Craig Gingerich (CRD# 6073560) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 4 years of experience in the finance industry. Craig Gingerich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sage, Rutty & Company, Inc. Rochester, NY Aug 2014 - Current 3
Manning & Napier Advisors, LLC Fairport, NY Apr 2014 - Aug 2014 < 1
Manning & Napier Investor Services, Inc. Fairport, NY Feb 2014 - Aug 2014 < 1
Manning & Napier Advisors, LLC Fairport, NY Aug 2013 - Aug 2014 1
Route 78 Pub Strykersville, NY Feb 2011 - Jul 2013 2
Empire Digital Signs, LLC Rochester, NY Feb 2013 - May 2013 < 1
The College At Brockport, Suny Brockport, NY Aug 2009 - May 2013 3
First Investors Corporation Buffalo, NY May 2012 - Aug 2012 < 1
Lobel's Of New York Rochester, NY Aug 2011 - Dec 2011 < 1
Holland Central School Holland, NY Sep 1997 - Jun 2009 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Craig D. Gingerich
Phone Number: 585-232-3760
Registered State(s):
  • FL
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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Clean Record
This advisor has a clean track record with regulators.

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