Sunny RamirezCRD 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.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
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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