Advisor Careers

At Sage Rutty, our advisors grow - averaging 189% growth in our top producers over the last 5 years.  

how?

With freedom and control in running their practice, plus the support of successful peers and the extensive resources offered by our firm. 

Firm Structure

Sage Rutty is a boutique, hybrid RIA firm where you control your practice, and we handle the rest.  We provide our advisors with full-service support, similar to a wirehouse and our advisors are W-2 employees.  However, we offer complete flexibility in how advisors build and execute their clientele and business strategy. 

 

We believe your book is yours; you own it.  No non-competes and no deferred compensation to keep you tied up.  Our advisors are here because they want to be. 

Practice Success

We are invested in every advisor who joins Sage Rutty.  From practice co-investment to advisor compensation, we are committed to supporting our advisor's success because we believe this translates into client success and ultimately firm growth.  We have the highest payouts in the Rochester area, supply a robust marketing and financial planning department, and meticulously manage every advisor transition. 

Advisor Tools

To alleviate the burden of low and no-value add activities, we provide industry leading technology, operations, HR, and compliance professionals and solutions.

 

No cost-sharing.  We supply everything from the front office to the back office.  We give advisors marketing materials, technology, office supplies - as much or as little as needed, all at no cost.

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We haven’t had a grid change in ten years; I think that says something.  The firm wants us to succeed, they recognize that’s how they succeed. 

- Douglas Parker

  SVP Financial Advisor

Management gives me autonomy to run my practice to best fit my clients., but they are also there to  support and invest in my specific marketing initiatives.
This support has dramatically increased the size of my practice and continues to be the single biggest driver of my growth.   

- Kristin Dowejko

  SVP Financial Advisor

© 2018 Sage Rutty & Co., Inc. 

Member FINRA/SIPC 

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