Sage, Rutty & Company, Inc.
Sage, Rutty & Company, Inc. (CRD# 3254) is a financial advisory firm headquartered in Rochester, NY. They manage $1,952,343,644 in 6,280 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management1,952MILLION
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Total Number of Accounts6,280ACCOUNTS
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Average Account Value$310,883
- 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
Kimberly Schulwitz (CRD# 4999589) 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.
David Swain (CRD# 6824719) 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.
Nancy Templeton (CRD# 4267762) 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.
Aaron Young (CRD# 5897330) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 10 years of experience in the finance industry.
Colin Young (CRD# 6280910) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 10 years of experience in the finance industry.
Patrick Cicchetti (CRD# 7324758) 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.
Corinne Dennis (CRD# 6454049) 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.
David Dewind (CRD# 1043805) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 39 years of experience in the finance industry.
Sara Groschadl (CRD# 6988796) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has 1 year of experience in the finance industry.
Caroline Hill (CRD# 6305694) 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.