Lauren
Mckerrow

Sage, Rutty & Co., Inc

CRD#7668606
Investment Advisor
in Rochester, NY

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About this Advisor

Lauren Mckerrow is a financial advisor based in Rochester, New York, working with Sage, Rutty & Co., Inc. Lauren has previously held positions at Sage, Rutty & Company, Inc, Barefoot Septic & Sewer Inc, Suny Geneseo, Campus Auxiliary Services, Glen Iris Inn, Sonyea Golf Course, Livingston Lanes & Pub, and Keshequa Central School. Lauren has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Lauren is part of Sage, Rutty & Co., Inc, which operates out of Rochester, New York. The firm has 39 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sage, Rutty & Co., Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 Corporate Woods Suite 300
Rochester, NY 14623

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Sage, Rutty & Co., Inc Brokerage Details

Total Assets Under Management

$2,465,463,619

NY Average: $7,464,549,021
Total Number of Employees

39

NY Average: 88
Total Number of Accounts

6,934

NY Average: 3,892
Average Account Size

$355,562

NY Average: $1,917,921

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

Lauren Mckerrow Work History

2022 - Present (2 years)

Sage, Rutty & Company, Inc

2021 - 2022 (1 year)

Barefoot Septic & Sewer Inc

2021 - 2022 (1 year)

Livingston Lanes & Pub

2020 - 2020 (< 1 year)

Sonyea Golf Course

2019 - 2019 (< 1 year)

Glen Iris Inn

2018 - 2021 (3 years)

Suny Geneseo

2018 - 2018 (< 1 year)

Campus Auxiliary Services

2018 - 2021 (3 years)

Suny Geneseo

2013 - 2018 (5 years)

Keshequa Central School

Disclosures

Please visit the SEC profile of Lauren Mckerrow 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

Kimberly Schulwitz
Rochester, NY
Patrick Cicchetti
Rochester, NY
Aaron Young
Rochester, NY
Caroline Hill
Rochester, NY
Zachary Armstrong
Rochester, NY
Corinne Dennis
Rochester, NY
Craig Gingerich
Rochester, NY
Matthew Baker
Rochester, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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