Zachary Lessard
Investment adviser representative at Sage, Rutty & Co., Inc.
10 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
10 years in the industry.
- Sage, Rutty & Company, Inc.Dec 2024 to now
- Manning & NapierJul 2021 to Nov 2024
- West Irondequoit Central School DistrictDec 2020 to May 2021
- UnemployedJun 2020 to Dec 2020
- Empire Valuation ConsultantsJun 2019 to Aug 2019
- Broadstone Net LeaseMay 2018 to Aug 2018
- Broadstone Net LeaseJun 2017 to Aug 2017
- Syracuse UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8021229
- Firm CRD
- 3254