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Joseph Stephen Parks

Sage, Rutty & CO., Inc.

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About Joseph Stephen Parks

Joseph Stephen Parks is a registered investment advisor representative with Sage, Rutty & CO., Inc. in Rochester, NY. Joseph has been working in the financial services industry since 2017. Joseph has a strong background in both financial planning and portfolio management, and is committed to providing personalized investment advice to clients. Joseph is also registered as an investment advisor representative with Amerprise Financial Services, LLC. Joseph has experience working with a range of clients, including individuals, families, businesses, and charitable organizations. Joseph specializes in financial planning, investment management, and retirement planning.

Firm Information

Joseph Parks 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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Joseph Parks’s Registration & Firm History

NY

03/08/2022 - Present

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

NY

12/18/2019 - 02/28/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Rochester NY)

NY

10/04/2017 - 12/02/2019

AXA ADVISORS, LLC (ROCHESTER NY)

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Licenses & Designations

BOTH

Issued 11/20/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Stephen Parks.
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