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Gina M Griffo

15 Years of Experience
Sells Insurance
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

145 Sully'S Trail, Suite 5, Pittsford, NY, 14534

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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 ActivitiesSells Insurance

Gina is a licensed independent insurance agent.

Employment History
Current Registrations
Sage, Rutty & CO., INC.
September 2025 - Present · 5 mos
Parks Capital
October 2010 - Present · 15 yrs 4 mos
State Registrations2 states
FLNY
Advisor
Exams
No exam information available for this advisor.