TrueAdvisor
TrueAdvisor
AS
CFP
AS
CFP

Andrew Schuler

Sage, Rutty & CO., INC.
6 Years of Experience
Broker
View SEC Summary
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.

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Employment History
Current Registrations
Sage, Rutty & CO., INC.Broker
January 2025 - Present · 1 yr 1 mo
Sage, Rutty & CO., INC.
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Manning & Napier Investor Services, INC.Broker
November 2022 - December 2024 · 2 yrs 1 mo
Manning & Napier Advisors, LLC
November 2022 - December 2024 · 2 yrs 1 mo
Northlanding Financial Partners, LLC
December 2021 - October 2022 · 10 mos
Manning & Napier Investor Services, INC.Broker
December 2018 - October 2021 · 2 yrs 10 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.