Kristin DowejkoCRD Number: 2964940
Current Firm: Sage, Rutty & Company, Inc.
Kristin Dowejko (CRD# 2964940) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 19 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||Oct 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2009|
|S66||NASAA Uniform Combined State Law Examination||Jun 1998|
Total Assets Under Management855MILLIONS
Total Number of Accounts3,741ACCOUNTS
Average Account Value$228,588
- 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