Katrina
Smith
Sage, Rutty & Co., Inc
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About this Advisor
Katrina Smith is a certified financial planner based in Rochester, New York who has 16 years of relevant experience. Smith is an employee of Sage, Rutty & Co., Inc. They have been employed by Sage, Rutty & Co., Inc for their whole career. Smith holds a Series 63 license, which qualifies them as a securities agent, and is registered to serve investors in Florida and New York. Sage, Rutty & Co., Inc is a company based out of Rochester, NY. It has $2 billion in assets under management across its 6,280 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 31 charitable organizations. Of its 6,280 client accounts, just 12% are held by high-net-worth individuals who have at least $1 million in investable assets. Sage, Rutty & Co., Inc provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely depend on the services. However, fee types billed by Sage, Rutty & Co., Inc can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sage, Rutty & Co., Inc Brokerage Details
$1,952,343,644
25
6,280
$310,883
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Katrina Smith Work History
Katrina has been registered as a financial advisor for 16 years.*
Sage, Rutty And Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Katrina Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sage, Rutty & Co., Inc
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
