Unclaimed Profile

Corinne Marie Dennis

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

SIE, Series 4, Series 6, Series 7TO, Series 14, Series 24, Series 26, Series 27, Series 52TO, Series 53, Series 63, Series 66Clean record5 years registeredSAGE, RUTTY & CO., INC.

100 CORPORATE WOODS, ROCHESTER, NY 14623CRD# 6454049Firm CRD# 3254

Profile Verification

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

Identity

Corinne Marie Dennis · ROCHESTER, NY

Registration

CRD #6454049 · SAGE, RUTTY & CO., INC. · 5 years registered

Brand Profile

Not yet started

Career History

SAGE, RUTTY & CO., INC.

Mar 2021 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7TO

Series 14

Series 24

Series 26

Series 27

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · March 10, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAGE, RUTTY & CO., INC.

CRD 3254 · SEC 801-35917

AUM

$2.5B

Regulatory assets under management

Employees

6,934 client accounts

Services offered by SAGE, RUTTY & CO., INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

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

Introduction

Speak with Corinne Marie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Corinne Marie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ROCHESTER?

Browse all registered financial advisors in ROCHESTER, New York or claim this profile if it's yours.

Browse ROCHESTER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Corinne Marie Dennis offer?

Corinne Marie Dennis specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.

What are Corinne Marie Dennis's credentials?

Corinne Marie Dennis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Corinne Marie Dennis located?

Corinne Marie Dennis 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 Corinne Marie Dennis charge for services?

Corinne Marie Dennis'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →