Wayne HollyCRD Number: 1019229
Current Firm: Sage, Rutty & Company, Inc.
Wayne Holly (CRD# 1019229) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 25 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||Jan 1980 - Current||37|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1991|
|S65||NASAA Investment Advisors Law Examination||May 2008|
Total Assets Under Management714MILLIONS
Total Number of Accounts3,730ACCOUNTS
Average Account Value$191,527
- 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