TrueAdvisor
TrueAdvisor
JC
CFA
JC
CFA

Joseph Cerqua

Sage, Rutty & CO., INC.
2 Years of Experience
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.
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Elmwood Income Partners LLC
November 2021 - April 2023 · 1 yr 5 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.