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).

Current Firm Details
100 Corporate Woods, Suite 300, Rochester, NY 14623
https://www.sageruttyuniversity.com
By the Numbers
  • Total Assets Under Management
    2,465
    MILLION
  • Total Number of Accounts
    6,934
    ACCOUNTS
  • Average Account Value
    $355,562
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 31 - 35 of 35 top financial advisors.
31
Jeffrey Jones, financial advisor Rochester NY
Jeffrey T. Jones
CRD#: 7510799
100 Corporate Woods, Suite 300, Rochester, NY 14623

Jeffrey Jones (CRD# 7510799) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has 1 year of experience in the finance industry.

32
Lauren McKerrow, financial advisor Rochester NY
Lauren McKerrow
CRD#: 7668606
100 Corporate Woods, Suite 300, Rochester, NY 14623

Lauren McKerrow (CRD# 7668606) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has 1 year of experience in the finance industry.

33
Sunny Ramirez, financial advisor Rochester NY
Sunny M. Ramirez
CRD#: 7381552
100 Corporate Woods, Suite 300, Rochester, NY 14623

Sunny Ramirez (CRD# 7381552) 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.

34
Teresa Robinson, financial advisor Rochester NY
Teresa L. Robinson
CRD#: 6188320
100 Corporate Woods, Suite 300, Rochester, NY 14623

Teresa Robinson (CRD# 6188320) 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.

35
Joshua Slish, financial advisor Rochester NY
Joshua D. Slish
CRD#: 7272170
100 Corporate Woods, Suite 300, Rochester, NY 14623

Joshua Slish (CRD# 7272170) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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