Colin J Young

Sage, Rutty & CO., INC.

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning

Sage, Rutty & CO., INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

40 advisors

Number of Clients

7,702 clients

Average Client Portfolio

$392K average

Assets Under Management

$3.0B

Fee Structure

Minimum Investment:None

Location

100 Corporate Woods, Suite 300, Rochester, NY, 14623

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Colin is a landlord for a rental property since 2013 and the treasurer for the Monroe Community Hospital Auxiliary Board since 2021. These activities are not investment-related and do not require significant time during trading hours.

Employment History

Current Registrations

Sage, Rutty & CO., INC.

September 2015 - Present · 10 yrs 5 mos

Sage, Rutty & CO., INC.Broker

September 2015 - Present · 10 yrs 5 mos

Previous Registrations

AXA Advisors, LLC

November 2014 - August 2015 · 9 mos

AXA Advisors, LLCBroker

January 2014 - August 2015 · 1 yr 7 mos

State Registrations14 states

CACODCFLGAMAMDNHNYORPATNVAVT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.