Lauren Mckerrow
Investment adviser representative at Sage, Rutty & Co., Inc.
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Sage, Rutty & Company, Inc.Nov 2022 to now
- Livingston Lanes & PubOct 2021 to Nov 2022
- Barefoot Septic & Sewer Inc.Apr 2021 to Nov 2022
- Sonyea Golf CourseAug 2020 to Oct 2020
- Glen Iris InnApr 2019 to Nov 2019
- Suny GeneseoAug 2018 to May 2021
- Campus Auxiliary ServicesAug 2018 to Dec 2018
- Keshequa Central SchoolMay 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7668606
- Firm CRD
- 3254