Company Information

Get to know Sage Rutty & Co., Inc

Founded in 1935, Sage Rutty & Co., Inc. is a Rochester, NY-based independent financial services firm. It operates as both a Registered Investment Adviser (RIA) and a Broker-Dealer (Member FINRA/SIPC). The company is employee-owned and focuses on providing personalized wealth management services, including financial planning, investment management, retirement planning, and insurance solutions, to individuals, families, and businesses. Their mission is to build long-term client relationships based on trust and a disciplined approach to financial guidance.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Sage Rutty & Co., Inc

United States

Founded in

1915 (111 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.