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Margaret Ann miller Greer

Sage, Rutty & CO., Inc.

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About Margaret Ann miller Greer

Margaret Greer is a financial advisor with Sage, Rutty & CO., Inc., an investment advisory firm based in Rochester, NY. Margaret has been in the financial services industry since 2005, and holds several licenses and certifications, including the Series 63 and Series 65 licenses. The advisor also holds the Series 6 and SIE licenses. Margaret has experience working with a wide range of clients, including individuals, corporations, charitable organizations, and high-net-worth individuals.

Firm Information

Margaret Greer 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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Margaret Greer’s Registration & Firm History

NY

10/22/2010 - Present

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

NY

07/18/2003 - 12/17/2003

PREFERRED FINANCIAL GROUP (ROCHESTER NY)

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Licenses & Designations

IA

Issued 10/18/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Ann miller Greer.
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