Joseph Cerqua
Investment adviser representative at Sage, Rutty & Co., Inc.
30 yearsExperience
1 stateRegistered in
CFADesignation
$3.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
30 years in the industry.
- Sage, Rutty & Company, Inc.Apr 2023 to now
- Elmwood Income Partners LLCMar 2020 to Apr 2023
- Clover Capital Management Inc./federated HermesJun 1996 to Mar 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Sage, Rutty & Co., Inc.
$3.5BAssets managed
8,613Clients
45Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7236829
- Firm CRD
- 3254