Justin StevensCRD Number: 5544125
Current Firm: Sage, Rutty & Company, Inc.
Justin Stevens (CRD# 5544125) 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||Feb 2009 - Current||8|
|Northwestern Mutual||Fairport, NY||May 2008 - Dec 2008||< 1|
|Student||Rochester, NY||Feb 1998 - Dec 2008||10|
|Mario's Via Abruzzi||Rochester, NY||Apr 2008 - Jul 2008||< 1|
|Brierwood Country Club||Hamburg, NY||Oct 2004 - Jun 2008||3|
|Nazareth College||Rochester, NY||Jul 2006 - Apr 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
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