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Wayne Foster Holly

Sage, Rutty & CO., Inc.

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About Wayne Foster Holly

Wayne Foster Holly is a registered investment advisor with Sage, Rutty & Co., Inc. Wayne has been in the industry since 1981, and has a broad range of experience in providing investment advice to individuals, corporations, and charitable organizations. Wayne's expertise includes financial planning, portfolio management, and publication of periodicals. Wayne has a strong track record of success and is committed to providing clients with personalized service and investment advice that meets their individual needs.

Firm Information

Wayne Holly 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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Wayne Holly’s Registration & Firm History

NY

07/06/2021 - Present

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

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Licenses & Designations

IA

Issued 05/06/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/1991

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 11/21/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wayne Foster Holly.
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