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Corey Alan Van Lare

Sage, Rutty & Co., Inc.

Rochester, NY

Rochester, NY

Rochester, NY

CRD 8007021

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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 2026-07-09
NY RA APPROVED 2026-06-08
  • FL RA
    APPROVED
    Since 2026-07-09
  • NY RA
    APPROVED
    Since 2026-06-08

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 11/2024 Present
Manning & Napier Fairport NY 01/2021 10/2024
Manning & Napier Fairport NY 01/2020 12/2020
Manning & Napier Fairport NY 08/2017 12/2019
Manning & Napier Fairport NY 09/2015 07/2017
  • 11/2024 → Present
    Sage, Rutty & Company, Inc.
    Rochester, NY
  • 01/2021 → 10/2024
    Manning & Napier
    Fairport, NY
  • 01/2020 → 12/2020
    Manning & Napier
    Fairport, NY
  • 08/2017 → 12/2019
    Manning & Napier
    Fairport, NY
  • 09/2015 → 07/2017
    Manning & Napier
    Fairport, NY
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK
NOVEM GROUP

Nearby Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS

Nearby Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY

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