Nicolas M Spinelli
Investment adviser representative at Sage, Rutty & Co., Inc.
10 yearsExperience
2 statesRegistered in
$3.5BFirm assets
36 yearsFirm in business
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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
10 years in the industry.
- Sage, Rutty & Company, Inc.Oct 2025 to now
- Morgan StanleyOct 2022 to Jul 2025
- Lazard Asset Management LLCAug 2020 to Oct 2022
- Lazard Asset Management Securities LLCAug 2020 to Oct 2022
- Alliance Advisory GroupJul 2020 to Aug 2020
- Inn On BroadwayApr 2020 to Aug 2020
- PsecuOct 2019 to Mar 2020
- Acdm PartnersJul 2019 to Aug 2019
- Rochester Wealth Management GroupMay 2019 to Aug 2019
- Mendon Village Garden Store and NurseryMay 2018 to Jul 2018
- Penn State UniversityJun 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7269530
- Firm CRD
- 3254