Dawn GilchristCRD Number: 5422108
Current Firm: Sage, Rutty & Company, Inc.
Dawn Gilchrist (CRD# 5422108) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 8 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Sage Rutty & Company Inc.||Rochester, NY||Sep 2008 - Current||8|
|Massmutual||Rochester, NY||Oct 2007 - Aug 2008||< 1|
|Mml Investors Services Inc.||Rochester, NY||Oct 2007 - Aug 2008||< 1|
|Cpa Financial Services||Rochester, NY||Jul 2006 - Sep 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
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