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Employer firm

Sage, Rutty & Co., Inc. CRD 3254

$3.46B regulatory AUM 60 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Sage, Rutty & Co., Inc.

100 Corporate Woods Suite 300, Rochester, NY 14623 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-03-21
  • FL RA
    APPROVED
    Since 2012-03-21

Branch Locations

100 Corporate Woods Suite 300, Rochester, NY 14623 • UNITED STATES

100 Corporate Woods Suite 300, Rochester, NY 14623 • United States

100 Corporate Woods Suite 300, Rochester, NY 14623 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sage, Rutty & Company, Inc. Rochester NY 05/2011 01/2022
Sage, Rutty & Company, Inc. Rochester NY 01/2022 Present
  • 05/2011 → 01/2022
    Sage, Rutty & Company, Inc.
    Rochester, NY
  • 01/2022 → Present
    Sage, Rutty & Company, Inc.
    Rochester, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-19
  • S66 Uniform Combined State Law Examination
    2012-03-19
Other Names
  • Jennifer Marie Osadciw

View on SEC IAPD

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