Sage, Rutty & Company, Inc.

Sage, Rutty & Company, Inc. (CRD# 3254) is a financial advisory firm headquartered in Rochester, NY. They manage $1,463,157,627 in 4,942 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,463
    MILLION
  • Total Number of Accounts
    4,942
    ACCOUNTS
  • Average Account Value
    $296,066
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sage, Rutty & Company, Inc.
Showing 1 - 10 of 33 top financial advisors.
1
Zachary T. Armstrong
CRD#: 6074547
100 Corporate Woods, Suite 300, Rochester, NY 14623

Zachary Armstrong (CRD# 6074547) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 6 years of experience in the finance industry. Zachary Armstrong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Melissa N. Briggs
CRD#: 5757536
100 Corporate Woods, Suite 300, Rochester, NY 14623

Melissa Briggs (CRD# 5757536) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 8 years of experience in the finance industry.

3
James P. Burke
CRD#: 2226672
100 Corporate Woods, Suite 300, Rochester, NY 14623

James Burke (CRD# 2226672) 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. James Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kristin M. Dowejko
CRD#: 2964940
100 Corporate Woods, Suite 300, Rochester, NY 14623

Kristin Dowejko (CRD# 2964940) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 22 years of experience in the finance industry.

5
Curt A. Ehrlich
CRD#: 4659166
100 Corporate Woods, Suite 300, Rochester, NY 14623

Curt Ehrlich (CRD# 4659166) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 17 years of experience in the finance industry.

6
Brendan Ercole
CRD#: 6391100
100 Corporate Woods, Suite 300, Rochester, NY 14623

Brendan Ercole (CRD# 6391100) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 6 years of experience in the finance industry.

7
Jennifer M. Fox
CRD#: 4394369
100 Corporate Woods, Suite 300, Rochester, NY 14623

Jennifer Fox (CRD# 4394369) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 8 years of experience in the finance industry.

8
Laura S. Frood
CRD#: 4211953
1621 Jefferson Road, Rochester, NY 14623

Laura Frood (CRD# 4211953) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 20 years of experience in the finance industry.

9
Neil S. Frood
CRD#: 4483525
100 Corporate Woods, Suite 300, Rochester, NY 14623

Neil Frood (CRD# 4483525) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 16 years of experience in the finance industry.

10
Dawn M. Gilchrist
CRD#: 5422108
100 Corporate Woods, Suite 300, Rochester, NY 14623

Dawn Gilchrist (CRD# 5422108) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 12 years of experience in the finance industry.

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