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Casey D. Ryan

Howe AND Rusling, Inc.

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About Casey D. Ryan

Casey D. Ryan is an Investment Advisor Representative with Howe and Rusling, Inc., a registered investment advisor based in Rochester, New York. Casey has been in the financial services industry since 1993, and has held various positions at Charles Schwab & Co., Inc. and American Express Financial Advisors Inc. in the past. Casey is a Series 7, 8, and 63 licensed individual, and specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and provides consulting services.

Firm Information

Casey Ryan is currently registered with Howe AND Rusling, Inc.. Howe AND Rusling, Inc. is an investment advisor based in Rochester, NY. They specialize in financial planning, portfolio management for individuals and businesses, and consulting services. The firm manages over $1.67 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and insurance companies. They also publish periodicals and offer selection of other advisers services.
Howe AND Rusling, Inc.

165 CULVER RD

ROCHESTER, NY 14620

$1.68B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Casey Ryan’s Registration & Firm History

NY

01/18/2023 - Present

Howe AND Rusling, Inc. (FAYETTEVILLE NY)

TX

09/28/1995 - 04/22/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MN

10/12/1993 - 08/28/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/12/1993 - 08/28/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 03/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/08/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey D. Ryan.
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