SAGE, RUTTY & CO., INC.

ROCHESTER, New York·24 registered advisors·CRD# 3254
SEC# 801-359170585-232-3760
01

Firm Overview

AUM
$2.5B
Regulatory assets under management
Employees
39
Total firm employees
Advisors
24
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SAGE, RUTTY & CO., INC.

24 registered advisors
Anne Clair Catillaz
ROCHESTER, New York
Connor B Holly
ROCHESTER, New York
Corinne Marie Dennis
ROCHESTER, New York
Curt Allen Ehrlich
ROCHESTER, New York
Douglas Evans Iii Parker
ROCHESTER, New York
James Paul Burke
ROCHESTER, New York
Jared Foster Holly
ROCHESTER, New York
Jessica Lauren Holly
ROCHESTER, New York
Justin Dean Stevens
ROCHESTER, New York
Kim Lisbeth Nugent
ROCHESTER, New York
Laura Suzanne Frood
ROCHESTER, New York
Matthew James Lacey
ROCHESTER, New York
Neil Stewart Iii Frood
ROCHESTER, New York
Peter Shaw O'keefe
ROCHESTER, New York
Robert John Falvey
ROCHESTER, New York
Robert Lawrence Lohwater
ROCHESTER, New York
Sandra Jean Wehner
ROCHESTER, New York
Sean Tyler Holly
ROCHESTER, New York
Shane Alexander Holly
ROCHESTER, New York
Terri Fogarty Rumans
ROCHESTER, New York
Trevor William Holly
ROCHESTER, New York
Wayne Foster Holly
ROCHESTER, New York
William Foster Holly
ROCHESTER, New York
Winsome Pamela Carter
ROCHESTER, New York
05

Office Locations

ROCHESTER, New York
24 advisors

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Data sourced from SEC Form ADV filings. SAGE, RUTTY & CO., INC. (CRD# 3254) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.