Sunny Ramirez (CRD# 7381552) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has 1 year 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 | May 2021 - Current | 2 |
| Paychex, Inc. | Rochester, NY | Sep 2020 - May 2021 | < 1 |
| Paychex, Inc. | Rochester, NY | Jun 2019 - Sep 2020 | 1 |
| Rochester Arc + Flame Center | Rochester, NY | Jan 2015 - Oct 2019 | 4 |
| Suny Geneseo | Geneseo, NY | Aug 2015 - May 2019 | 3 |
| Churchville Chili Golf Course | Churchville, NY | May 2016 - Sep 2018 | 2 |
| Paul Road Elementary School - Churchville Chili School | Rochester Ny, NY | Sep 2002 - Jun 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- FL
-
Total Assets Under Management1,952MILLIONS
-
Total Number of Accounts6,280ACCOUNTS
-
Average Account Value$310,883
- 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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