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President, CEO, Shareholder · Sage, Rutty & Co., Inc.

Trevor William Holly

CRD 6215542 · Named on Form ADV at one SEC-registered adviser

At a glance

Sage, Rutty & Co., Inc., an SEC-registered broker-dealer firm based in Rochester, NY with $3.5 billion in regulatory assets, lists Trevor William Holly on its Form ADV as President, CEO, Shareholder, a control person.

Firms and roles

  • Sage, Rutty & Co., Inc.President, CEO, ShareholderBroker-dealer firm · Rochester, NY · $3.5B in regulatory assets

AtlasMembers

Trevor’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (19)

14 more people named with Trevor on the same filings, with titles and firms. Free in Atlas with a free account.

See all 19 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Trevor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.