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Gregory Thomas Farrell

Howe AND Rusling, Inc.

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About Gregory Thomas Farrell

Gregory Farrell is a financial advisor working at Howe AND Rusling, Inc. based in Rochester, NY. Gregory has been in the industry since March 2010. Gregory holds licenses to conduct investment business in NY. Gregory is registered with the Investment Adviser Representatives (IAR) license and has Series 66, SIE and Series 7 securities licenses. Gregory has previously worked at M&T SECURITIES, INC., BANC OF AMERICA INVESTMENT SERVICES, INC. and AXA ADVISORS, LLC. Gregory specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses. Gregory also offers other advisory services like publication of periodicals and selection of other advisers.

Firm Information

Gregory Farrell 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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Gregory Farrell’s Registration & Firm History

NY

05/23/2021 - Present

Howe AND Rusling, Inc. (ROCHESTER NY)

NY

03/16/2010 - 09/22/2017

M&T SECURITIES, INC. (ROCHESTER NY)

NY

11/13/2007 - 03/25/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (ROCHESTER NY)

NY

03/28/2005 - 09/05/2007

AXA ADVISORS, LLC (ROCHESTER NY)

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Licenses & Designations

BOTH

Issued 04/29/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Thomas Farrell.
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