Patrick Cicchetti (CRD# 7324758) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 2 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sage, Rutty & Company, Inc. | Rochester, NY | Sep 2023 - Current | < 1 |
| Brighton Securities Corp | Rochester, NY | Apr 2022 - Sep 2023 | 1 |
| Equitable Advisors, LLC | New York, NY | Jan 2021 - Apr 2022 | 1 |
| Unemployed | Rochester, NY | Nov 2020 - Jan 2021 | < 1 |
| Fitness International, LLC | Rochester, NY | Nov 2018 - Nov 2020 | 2 |
| Ecp-pf Holdings Group | Batavia, NY | Jun 2016 - Nov 2018 | 2 |
| Grinds 122 Cafe | Brockport, NY | May 2016 - Jun 2016 | < 1 |
| Ecp-pf Holdings Group | Rochester, NY | Dec 2015 - May 2016 | < 1 |
| Monroe Community College | Rochester, NY | Aug 2014 - May 2016 | 1 |
| Unemployed | Rochester, NY | Jun 2014 - Aug 2014 | < 1 |
| Brockport High School | Brockport, NY | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2021 |
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- FL
- NY
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Total Assets Under Management2,465MILLIONS
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Total Number of Accounts6,934ACCOUNTS
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Average Account Value$355,562
- 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
- Educational seminars/workshops
AZ, CA, FL, HI, IL, MA, MN, NC, NY, TN, TX
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