Howe And Rusling, Inc.
Howe And Rusling, Inc. (CRD# 104627) is a financial advisory firm headquartered in Rochester, NY. They manage $1,675,101,033 in 2,599 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management1,675MILLION
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Total Number of Accounts2,599ACCOUNTS
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Average Account Value$644,518
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, CT, FL, GA, ID, IL, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA
Gregory Farrell (CRD# 4890347) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has over 18 years of experience in the finance industry.
Eric Udvari (CRD# 6456141) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Boise, ID and has over 8 years of experience in the finance industry. Eric Udvari has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Craig Cairns (CRD# 2637602) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has over 27 years of experience in the finance industry.
Mary Paoletti (CRD# 7820257) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has 1 year of experience in the finance industry. Mary Paoletti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Elizabeth Perry (CRD# 7820274) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has 1 year of experience in the finance industry. Elizabeth Perry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dylan Potter (CRD# 7368877) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has 1 year of experience in the finance industry. Dylan Potter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Casey Ryan (CRD# 2298663) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Fayetteville, NY and has over 30 years of experience in the finance industry.
Sarah Swan (CRD# 7403662) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has over 2 years of experience in the finance industry.
Ryan Tomko (CRD# 5921803) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has over 12 years of experience in the finance industry. Ryan Tomko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.