SAGE, RUTTY & CO., INC. of ROCHESTER, NY is an SEC-registered investment adviser (CRD 3254). Regulatory assets under management: $3.5B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Corporations.
Showing 25 of 69 people.
| Name | Role | Location |
|---|---|---|
| Jeffrey Jones | DIRECTOR | Brighton, CO |
| Jeffrey M Jones | DIRECTOR | Salt Lake City, UT |
| Wayne Foster Holly | EXECUTIVE CHAIRMAN, SHAREHOLDER, DIRECTOR | — |
| James Paul Burke | SECRETARY, VICE PRESIDENT, SHAREHOLDER | — |
| Audrey Weller Holly | SHAREHOLDER | — |
| Sandra Jean Wehner | SHAREHOLDER | — |
| Douglas Evans Iii Parker | DIRECTOR, SHAREHOLDER, FINANCIAL ADVISOR, SENIOR VICE PRESIDENT | — |
| Robert John Falvey | SHAREHOLDER (10/1996) | — |
| Matthew James Lacey | CONTROLLER,TREASURER, FINOP; CONTROLLER,TREASURER, FINOP, SHAREHOLDER | — |
| Robert Lawrence Lohwater | CORPORATE OFFICER | — |
| Curt Allen Ehrlich | SENIOR VICE PRESIDENT, FINANCIAL ADVISOR, SHAREHOLDER | — |
| Kim Lisbeth Nugent | SENIOR VICE PRESIDENT, FINANCIAL ADVISOR, SHAREHOLDER | — |
| Laura Suzanne Frood | FINANCIAL ADVISOR, SHAREHOLDER | — |
| Trevor William Holly | PRESIDENT, CEO, SHAREHOLDER | — |
| Connor B Holly | FINANCIAL ADVISOR, SHAREHOLDER, FIRST VICE PRESIDENT | — |
| Jessica Lauren Holly | SHAREHOLDER | — |
| Jared Foster Holly | SHAREHOLDER | — |
| Sean Tyler Holly | SHAREHOLDER | — |
| Shane Alexander Holly | SHAREHOLDER | — |
| Neil Stewart Iii Frood | FINANCIAL ADVISOR, DIRECTOR | — |
| Corinne Marie Dennis | CHIEF COMPLIANCE OFFICER | — |
| Chelsea Leigh Conway | DIRECTOR | — |
| Christopher Robert Holly | SHAREHOLDER | — |
| Jeffrey Michael Jones | DIRECTOR | — |
| RIEDMAN JOHN R | DIRECTOR | — |