Unclaimed Profile

Connor B Holly

SAGE, RUTTY & CO., INC.·ROCHESTER, New York

Clean recordSAGE, RUTTY & CO., INC.

100 CORPORATE WOODS, ROCHESTER, NY 14623CRD# 5887021Firm CRD# 3254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Connor B Holly · ROCHESTER, NY

Registration

CRD #5887021 · SAGE, RUTTY & CO., INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Connor B Holly is a registered financial advisor based in ROCHESTER, New York, affiliated with SAGE, RUTTY & CO., INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SAGE, RUTTY & CO., INC.

AUM

$2.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SAGE, RUTTY & CO., INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5887021

Firm CRD# 3254

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Frequently Asked Questions

What services does Connor B Holly offer?

Connor B Holly specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.

What are Connor B Holly's credentials?

Connor B Holly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Connor B Holly located?

Connor B Holly is based in ROCHESTER, New York, working with SAGE, RUTTY & CO., INC.. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does Connor B Holly charge for services?

Connor B Holly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAGE, RUTTY & CO., INC.?

SAGE, RUTTY & CO., INC. has approximately 39 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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