Joseph Nacca (CRD# 4695672) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 20 years of experience in the finance industry.
CRD# 5760889
Osaic Wealth, Inc.
CRD# 862821
Novem Group
CRD# 3259077
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sage, Rutty & Company, Inc. | Rochester, NY | Sep 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
- FL
- NY
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Total Assets Under Management2,465MILLIONS
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Total Number of Accounts6,934ACCOUNTS
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Average Account Value$355,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, FL, HI, IL, MA, MN, NC, NY, TN, TX
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