Unclaimed Profile

Sandra Jean Wehner

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

SIE, Series 7, Series 31, Series 52, Series 53, Series 63, Series 65CFPClean record8 years registeredSAGE, RUTTY & CO., INC.

100 CORPORATE WOODS, ROCHESTER, NY 14623CRD# 1472675Firm CRD# 3254

Profile Verification

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

Identity

Sandra Jean Wehner · ROCHESTER, NY

Registration

CRD #1472675 · SAGE, RUTTY & CO., INC. · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SAGE, RUTTY & CO., INC.

SAGE, RUTTY & CO., INC.

Mar 2018 – Jan 2023

ROCHESTER, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 52

Series 53

Series 63

Series 65

Registration record

First registered · March 22, 2018

Years registered · 8

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 Sandra Jean Wehner offer?

Sandra Jean Wehner specializes in Financial Planning, Investment Management.

What are Sandra Jean Wehner's credentials?

Sandra Jean Wehner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sandra Jean Wehner located?

Sandra Jean Wehner is based in ROCHESTER, New York, last registered with SAGE, RUTTY & CO., INC..

How does Sandra Jean Wehner charge for services?

Sandra Jean Wehner'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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