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).

By the Numbers
  • Total Assets Under Management
    1,675
    MILLION
  • Total Number of Accounts
    2,599
    ACCOUNTS
  • Average Account Value
    $644,518
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Howe And Rusling, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Gregory T. Farrell
CRD#: 4890347
165 Culver Rd, Suite 100, Rochester, NY 14620

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.

2
Eric E. Udvari
CRD#: 6456141
Boise, ID

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.

3
Craig D. Cairns
CRD#: 2637602
165 Culver Rd, Suite 100, Rochester, NY 14620

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.

4
Mary G. Paoletti
CRD#: 7820257
165 Culver Rd, Suite 100, Rochester, NY 14620

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.

5
Elizabeth M. Perry
CRD#: 7820274
165 Culver Rd, Suite 100, Rochester, NY 14620

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.

6
Dylan M. Potter
CRD#: 7368877
165 Culver Rd, Suite 100, Rochester, NY 14620

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.

7
Casey D. Ryan
CRD#: 2298663
Fayetteville, NY

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.

8
Sarah P. Swan
CRD#: 7403662
165 Culver Rd, Suite 100, Rochester, NY 14620

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.

9
Ryan C. Tomko
CRD#: 5921803
165 Culver Rd, Suite 100, Rochester, NY 14620

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.

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