linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sunny M Ramirez

Sage, Rutty & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sunny? Claim Your Profile

About Sunny M Ramirez

Sunny M Ramirez is a Registered Representative, Investment Advisor Representative with Sage, Rutty & Co., Inc. Sunny has been working in the industry since 2021. Sunny is registered with FINRA and state regulators in Florida and New York. Sunny has passed the Series 66, Series 7TO and SIE exams.

Firm Information

Sunny Ramirez 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sunny Ramirez’s Registration & Firm History

NY

01/10/2025 - Present

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

Not sure if Sunny M Ramirez is right for you?

Licenses & Designations

BOTH

Issued 03/03/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sunny M Ramirez.
Not sure if Sunny M Ramirez is right for you?