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Michael Joseph Carrico

Howe AND Rusling, Inc.

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About Michael Joseph Carrico

Michael Carrico is a financial advisor with over 6 years of experience in the industry. Michael is currently registered with Howe AND Rusling, Inc. and has previously worked at GWFS Equities, Inc. and T. Rowe Price Investment Services, Inc.. Michael specializes in providing financial planning services to individuals, businesses, corporations, insurance companies, and charitable organizations. Michael holds a Certified Financial Planner designation and is licensed to offer investment advice in Colorado and Texas.

Firm Information

Michael Carrico 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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Michael Carrico’s Registration & Firm History

NY

10/18/2023 - Present

Howe AND Rusling, Inc. (ROCHESTER NY)

CO

01/31/2022 - 07/26/2022

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CO

04/15/2016 - 01/25/2022

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 11/20/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/28/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2017

Series 7 - General Securities Representative Examination

BC

Issued 04/15/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Joseph Carrico.
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