Unclaimed Profile

Robert John Falvey

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

Clean recordSAGE, RUTTY & CO., INC.

100 CORPORATE WOODS, ROCHESTER, NY 14623CRD# 1926374Firm CRD# 3254

Profile Verification

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

Identity

Robert John Falvey · ROCHESTER, NY

Registration

CRD #1926374 · SAGE, RUTTY & CO., INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert John Falvey 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# 1926374

Firm CRD# 3254

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert John Falvey offer?

Robert John Falvey specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.

What are Robert John Falvey's credentials?

Robert John Falvey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert John Falvey located?

Robert John Falvey 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 Robert John Falvey charge for services?

Robert John Falvey'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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