DM
DM

Donna M Malucci

30 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning
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
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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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Other Business Activities

Donna is an independent consultant for Mary Kay Cosmetics since 2005. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Sage, Rutty & CO., INC.
June 2024 - Present · 1 yr 8 mos
Sage, Rutty & CO., INC.Broker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Morgan Stanley
May 2014 - April 2024 · 9 yrs 11 mos
Morgan StanleyBroker
June 2009 - April 2024 · 14 yrs 10 mos
Citigroup Global Markets INC.Broker
November 1994 - June 2009 · 14 yrs 7 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.