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).

By the Numbers
  • Total Assets Under Management
    1,952
    MILLION
  • Total Number of Accounts
    6,280
    ACCOUNTS
  • Average Account Value
    $310,883
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
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 21 - 30 of 35 top financial advisors.
21
Kimberly M. Schulwitz
CRD#: 4999589
100 Corporate Woods, Suite 300, Rochester, NY 14623

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.

22
David W. Swain
CRD#: 6824719
100 Corporate Woods, Suite 300, Rochester, NY 14623

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.

23
Nancy F. Templeton
CRD#: 4267762
100 Corporate Woods, Suite 300, Rochester, NY 14623

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.

24
Aaron C. Young
CRD#: 5897330
100 Corporate Woods, Suite 300, Rochester, NY 14623

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.

25
Colin J. Young
CRD#: 6280910
100 Corporate Woods, Suite 300, Rochester, NY 14623

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.

26
Patrick S. Cicchetti
CRD#: 7324758
100 Corporate Woods, Suite 300, Rochester, NY 14623

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.

27
Corinne M. Dennis
CRD#: 6454049
100 Corporate Woods, Suite 300, Rochester, NY 14623

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.

28
David L. Dewind
CRD#: 1043805
100 Corporate Woods, Suite 300, Rochester, NY 14623

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.

29
Sara L. Groschadl
CRD#: 6988796
100 Corporate Woods, Suite 300, Rochester, NY 14623

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.

30
Caroline D. Hill
CRD#: 6305694
100 Corporate Woods, Suite 300, Rochester, NY 14623

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.

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