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
Margaret Greer (CRD# 4275505) 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.
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.
Wayne Holly (CRD# 1019229) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 32 years of experience in the finance industry.
Kathryn Keenan (CRD# 6991058) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 5 years of experience in the finance industry.
Ryleigh Mattle (CRD# 6673455) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 5 years of experience in the finance industry.
Joseph Nacca (CRD# 4695672) 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.
Kim Nugent (CRD# 4759283) 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.
Douglas Parker (CRD# 1772713) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 36 years of experience in the finance industry.
Laura Parker (CRD# 4357318) 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.
Brennan Redmond (CRD# 5335239) 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.