James Paul Burke

CFP

Sage, Rutty & CO., INC.

32 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.

Employment History

Current Registrations

Sage, Rutty & CO., INC.

November 2007 - Present · 18 yrs 3 mos

Sage, Rutty & CO., INC.Broker

January 1993 - Present · 33 yrs 1 mo

Previous Registrations

Peregrine Capital Securities, INC.Broker

July 2005 - December 2008 · 3 yrs 5 mos

State Registrations27 states

AKAZCACODCFLGAILMAMDMEMIMTNCNHNJNYOHORPASCTNTXVAVTWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.