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Aaron Charles Young

Sage, Rutty & CO., Inc.

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About Aaron Charles Young

Aaron Charles Young is a financial advisor with Sage, Rutty & Co., Inc., based in Rochester, NY. Aaron has been in the financial services industry since December 2012. He is a Certified Financial Planner® and holds Series 7 and Series 63 securities licenses. Aaron has experience working with a variety of clients, including individuals, high-net-worth individuals, families, businesses, and charitable organizations. Aaron is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals.

Firm Information

Aaron Young is currently registered with Sage, Rutty & CO., Inc.. Sage, Rutty & CO., Inc. is a registered investment advisor with over 80 years of experience. Based in Rochester, NY, the firm provides financial planning, educational seminars, and portfolio management services to individuals, corporations, and charitable organizations. Sage, Rutty & CO., Inc. manages over $2.4 billion in assets for its clients. The firm has a team of 39 investment advisor representatives and 27 licensed agents who are committed to providing their clients with personalized financial advice.
Sage, Rutty & CO., Inc.

100 CORPORATE WOODS

ROCHESTER, NY 14623

$2.47B

Assets Under Management

100

Total Clients

46

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Young’s Registration & Firm History

NY

06/15/2021 - Present

Sage, Rutty & CO., Inc. (ROCHESTER NY)

NY

04/23/2013 - 05/19/2014

MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)

VA

09/07/2012 - 12/06/2012

LPL FINANCIAL LLC (FAIRFAX VA)

VA

04/21/2012 - 06/11/2012

AXA ADVISORS, LLC (FALLS CHURCH VA)

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Licenses & Designations

BC

Issued 05/14/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Charles Young.
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