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Steven Kurvach

Sage, Rutty & CO., Inc.

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About Steven Kurvach

Steven Kurvach is a registered representative and investment advisor representative with Sage, Rutty & CO., Inc. Steven is registered with the state of New York and Florida. Steven Kurvach has been working in the securities industry for over 4 years. Steven has also previously worked with Ameriprise Financial Services, LLC. Steven is licensed to offer financial planning services and has been offering educational seminars. Steven is also a published author of poetry and short stories.

Firm Information

Steven Kurvach 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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Steven Kurvach’s Registration & Firm History

NY

03/08/2022 - Present

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

NY

04/02/2019 - 02/25/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Rochester NY)

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Licenses & Designations

BOTH

Issued 03/22/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/02/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Steven Kurvach. Review regulatory record here.
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