Sage, Rutty & Company, Inc.
Sage, Rutty & Company, Inc. (CRD# 3254) is a financial advisory firm headquartered in Rochester, NY. They manage $2,465,463,619 in 6,934 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management2,465MILLION
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Total Number of Accounts6,934ACCOUNTS
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Average Account Value$355,562
- 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
Zachary Armstrong (CRD# 6074547) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 9 years of experience in the finance industry.
James Burke (CRD# 2226672) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 29 years of experience in the finance industry.
Melissa Cropo (CRD# 5757536) 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.
Kristin Dowejko (CRD# 2964940) 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.
Curt Ehrlich (CRD# 4659166) 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.
Jennifer Fox (CRD# 4394369) 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.
Laura Frood (CRD# 4211953) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 23 years of experience in the finance industry.
Neil Frood (CRD# 4483525) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 19 years of experience in the finance industry.
Dawn Gilchrist (CRD# 5422108) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 15 years of experience in the finance industry.
