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Craig Douglas Cairns

Howe AND Rusling, Inc.

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About Craig Douglas Cairns

Craig Cairns is a Registered Investment Advisor (RIA) associated with Howe and Rusling, Inc., located in Rochester, NY. Craig has been in the industry since 1997 and holds Series 6, 7, 63 and 65 licenses. He has been associated with Howe and Rusling, Inc. since May 2000. The firm has been in operation since 1959. Howe and Rusling, Inc. is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA). They specialize in providing investment advisory services to individuals, businesses, charitable organizations, insurance companies, and pension plans.

Firm Information

Craig Cairns 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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Craig Cairns’s Registration & Firm History

NY

02/10/2023 - Present

Howe AND Rusling, Inc. (ROCHESTER NY)

NY

01/14/1997 - 05/19/2000

MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)

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Licenses & Designations

IA

Issued 09/23/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/06/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/1997

Series 7 - General Securities Representative Examination

BC

Issued 01/13/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Douglas Cairns.
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