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Craig Gingerich, financial advisor Rochester NY

Craig Gingerich

CRD Number: 6073560
Current Firm: Sage, Rutty & Company, Inc.
Craig Gingerich (CRD# 6073560) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 4 years of experience in the finance industry. Craig Gingerich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Sage, Rutty & Company, Inc. Rochester, NY Aug 2014 - Current 9
Manning & Napier Advisors, LLC Fairport, NY Apr 2014 - Aug 2014 < 1
Manning & Napier Investor Services, Inc. Fairport, NY Feb 2014 - Aug 2014 < 1
Manning & Napier Advisors, LLC Fairport, NY Aug 2013 - Aug 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Craig D. Gingerich
100 Corporate Woods, Suite 300, Rochester, NY 14623
Phone Number: 585-232-3760
Firm Website: https://www.sageruttyuniversity.com
Registered State(s):
  • FL
  • NY
Current Firm Details
Sage, Rutty & Company, Inc.
Firm's CRD Number: 3254
100 Corporate Woods, Suite 300, Rochester, NY 14623
By the Numbers
  • Total Assets Under Management
    2,465
    MILLIONS
  • Total Number of Accounts
    6,934
    ACCOUNTS
  • Average Account Value
    $355,562
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, HI, IL, MA, MN, NC, NY, TN, TX

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