Sage, Rutty & Company, Inc.

Sage, Rutty & Company, Inc. (CRD# 3254) is a financial advisory firm headquartered in Rochester, NY. They manage $714,397,000 in 3,730 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    714
    MILLION
  • 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
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 27 top financial advisors.
1
Connor B. Holly
CRD#: 5887021
100 Corporate Woods, Suite 300, Rochester, NY 14623
97
Wealthminder
score

I am an entrepreneur who focuses on providing financial planning and investment management services. I help my clients build, manage, protect and transition their wealth. We help our clients build their wealth by guiding their investment selections in their retirement plans. We help our clients manage their wealth after they have retired. We help our clients protect their wealth through the use of various insurances and wills. We ultimately help our clients transition their wealth to their heirs through the use of an estate plan. 

 

We work with clients in any phase of their life who are looking for unbiased, objective advice. We are proud to serve those who are just beginning to save for retirement with little investable assets to guiding those with millions of dollars invested with us. 

2
James P. Burke
CRD#: 2226672
100 Corporate Woods, Suite 300, Rochester, NY 14623
96
Wealthminder
score

James Burke (CRD# 2226672) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 21 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.

3
Victoria A. Ferren
CRD#: 1730080
100 Corporate Woods, Suite 300, Rochester, NY 14623
96
Wealthminder
score

Victoria Ferren (CRD# 1730080) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 28 years of experience in the finance industry. Victoria Ferren 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
Kim L. Nugent
CRD#: 4759283
100 Corporate Woods, Suite 300, Rochester, NY 14623
96
Wealthminder
score

Kim Nugent (CRD# 4759283) 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. Kim Nugent 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.

5
Kristin M. Dowejko
CRD#: 2964940
100 Corporate Woods, Suite 300, Rochester, NY 14623
93
Wealthminder
score

Kristin Dowejko (CRD# 2964940) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 18 years of experience in the finance industry.

6
Curt A. Ehrlich
CRD#: 4659166
100 Corporate Woods, Suite 300, Rochester, NY 14623
93
Wealthminder
score

Curt Ehrlich (CRD# 4659166) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 13 years of experience in the finance industry.

7
Laura S. Frood
CRD#: 4211953
100 Corporate Woods, Suite 300, Rochester, NY 14623
93
Wealthminder
score

Laura Frood (CRD# 4211953) 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.

8
Dawn M. Gilchrist
CRD#: 5422108
100 Corporate Woods, Suite 300, Rochester, NY 14623
93
Wealthminder
score

Dawn Gilchrist (CRD# 5422108) 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.

9
Margaret A. Greer
CRD#: 4275505
1621 Jefferson Road, Rochester, NY 14623
93
Wealthminder
score

Margaret Greer (CRD# 4275505) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 13 years of experience in the finance industry.

10
Wayne F. Holly
CRD#: 1019229
100 Corporate Woods, Suite 300, Rochester, NY 14623
93
Wealthminder
score

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.

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