Corinne Marie Dennis

Sage, Rutty & CO., INC.

10 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.

Other Business Activities

Corinne is an officer and part owner of Dennis Marine, LLC, involved in seasonal dock and hoist services, and co-owner of Basin Park Marine, LLC & BPM Land Holdings, LLC. These activities are not investment-related and do not take time during securities trading hours.

Employment History

Current Registrations

Sage, Rutty & CO., INC.

March 2021 - Present · 4 yrs 11 mos

Sage, Rutty & CO., INC.Broker

October 2020 - Present · 5 yrs 4 mos

Previous Registrations

Manning & Napier Investor Services, INC.Broker

May 2015 - October 2020 · 5 yrs 5 mos

State Registrations2 states

FLNY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.