This website is only intended for residents of states in which we are registered. These states are: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, ME, MD, MI, MS, MT, NV, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VT, VA, WA, WI and Washington, DC. This website and the content provided herein is not a solicitation to buy or sell securities. All content provided is written solely for information and communication purposes. It is not represented as Sage Rutty’s views or policies, nor a promotion to purchase securities. The purchase of investments can only be considered through a prospectus and other authorized methods of promotion. Past performance is no guarantee of future results. Sage Rutty Member FINRA/SIPC.

Rule 606 Disclosure of Order Routing Information (wellsfargoclearingservicesllc.com)  (SEC Rule 606 requires broker-dealers that route orders in certain equity and option securities to make available quarterly reports that present a general overview of their routing practices.)


Please click here to view the Firm Brochure

This brochure provides information about the qualifications and business practices of Sage Rutty & Co., Inc. If you have any questions about the contents of this brochure, please contact us at (585) 232-3760. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.

Additional information about Sage Rutty & Co., Inc. is also available on the SEC’s website at www.adviserinfo.sec.gov. The searchable IARD/CRD number for Sage Rutty & Co., Inc. is 3254.

Sage Rutty & Co., Inc. is a Registered Investment Adviser. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

Disclosure Documents (click to view/download)

Form CRS

Reg BI Disclosure

Investment Advisory Services - Fees and Costs

Commission Schedule

Mutual Fund Investing

Bond Investing

Margin Disclosure

Cash Sweep Disclosure

FAQ - Fees