Sunny Ramirez, financial advisor Rochester NY

Sunny Ramirez

CRD Number: 7381552
Current Firm: Sage, Rutty & Company, Inc.

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.

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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
Contact Info for Sunny M. Ramirez
Phone Number: 585-232-3760
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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