Matthew Webster
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Sage Rutty & Company, Inc.Jul 2025 to now
- UnemployedMar 2025 to Jul 2025
- Equitable Advisors, LLCMar 2020 to Mar 2025
- AXA AdvisorsMar 2020 to Jun 2020
- UnemployedDec 2019 to Mar 2020
- Northwestern MutualMay 2019 to Oct 2019
- Creative Environment Day SchoolJun 2016 to Aug 2018
- State University of New York at GeneseoAug 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Sage, Rutty & Co., Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7117515
- 3254