Unclaimed Profile

James Paul Burke

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

SIE, Series 4, Series 7, Series 27, Series 63, Series 65, Series 99TOCFPClean record18 years registeredSAGE, RUTTY & CO., INC.

100 CORPORATE WOODS, ROCHESTER, NY 14623CRD# 2226672Firm CRD# 3254

Profile Verification

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

Identity

James Paul Burke · ROCHESTER, NY

Registration

CRD #2226672 · SAGE, RUTTY & CO., INC. · 18 years registered

Brand Profile

Not yet started

Career History

SAGE, RUTTY & CO., INC.

Nov 2007 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · November 16, 2007

Years registered · 18

Professional designation · CFP

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

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Frequently Asked Questions

What services does James Paul Burke offer?

James Paul Burke specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.

What are James Paul Burke's credentials?

James Paul Burke holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Paul Burke located?

James Paul Burke 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 James Paul Burke charge for services?

James Paul Burke'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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