CB
Connor B Holly
CRD 5887021
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Sage, Rutty & Co., Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Sage, Rutty & Co., Inc.
Financial Advisor, Shareholder, First Vice President · Less than 5% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗