Steven
Kurvach
Sage, Rutty & Co., Inc
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About this Advisor
Steven Kurvach is a financial advisor based out of Rochester, New York with 1 year of relevant experience. Kurvach is an advisor for Sage, Rutty & Co., Inc. During their career, the advisor has held roles at Visionquest Wealth Management, LLC, Hhc Usag, 3Rd Brigade, 101St Airborne, Ops Grp, Joint Readiness Training Center, Ameriprise Financial Services, Inc, Cintas Fire Protection and Sage, Rutty & Co., Inc. Kurvach holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Florida and New York. Sage, Rutty & Co., Inc is a company operating out of Rochester, NY. It controls $2 billion in total assets across its 6,280 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 31 charitable organizations. Of its 6,280 client accounts, just 12% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm provides a number 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 for financial management typically are based on the type of financial services provided. Fees billed by Sage, Rutty & Co., Inc likely include some blend 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
Steven Kurvach Work History
Steven has been registered as a financial advisor for 1 years.*
Sage, Rutty & Co., Inc
Ameriprise Financial Services, Inc
Cintas Fire Protection
Visionquest Wealth Management, LLC
Hhc Usag
3Rd Brigade, 101St Airborne
3Rd Brigade, 101St Airborne
Ops Grp, Joint Readiness Training Center
*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 Steven Kurvach 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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