Zachary Armstrong, financial advisor Rochester NY
89 score

Zachary Armstrong

CRD Number: 6074547
Current Firm: Sage, Rutty & Company, Inc.

Zachary Armstrong (CRD# 6074547) 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.

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Company Name Location Dates Years
Sage, Rutty & Company, Inc. Rochester, NY Mar 2014 - Current 2
Manning & Napier Investor Services, Inc. Fairport, NY Jan 2014 - Mar 2014 < 1
Manning & Napier Advisors, LLC Fairport, NY Jun 2013 - Mar 2014 < 1
Rochester Wealth Management Group Rochester, NY Jun 2012 - May 2013 < 1
Bomar & Armstrong Builders New Hartford, NY Jun 2005 - Jun 2012 7
University Of Rochester Rochester, NY Sep 2008 - May 2012 3
Radisson Hotel Utica, NY May 2011 - Aug 2011 < 1
New Hartford High School New Hartford, NY Sep 2005 - Jun 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Zachary T. Armstrong
Phone Number: 585-232-3760
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    714
    MILLIONS
  • Total Number of Accounts
    3,730
    ACCOUNTS
  • Average Account Value
    $191,527
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
Types of Clients
Registered States

AZ, CA, FL, HI, IL, MA, MN, NC, NY, TN, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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