Kim Lisbeth Nugent

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → Present
  Sage Rutty & Co., Inc
  Rochester, NY

Other Businesses

Greater Rochester Habitat For Humanity: Board of Directors and Member of Development Committee, 01/2023 - present, non-investment related, no major time devoted during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-23
• S63 Uniform Securities Agent State Law Examination
  2004-04-22

Designations

• Certified Financial Planner

Other Names

• Kim Lisbeth Hall
• Kim Lisbeth Wilson
• Kim L Nugent