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Sarah Potter Swan

Howe AND Rusling, Inc.

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About Sarah Potter Swan

Sarah Potter Swan is a registered Investment Advisor Representative with Howe And Rusling, Inc. She is licensed in New York and Texas. Sarah has been working in the industry since June 2011. Sarah has a Series 65 license. She has specialized in providing financial planning, portfolio management, and consulting services to a variety of clients including high-net-worth individuals, charitable organizations, insurance companies, and corporations. Howe And Rusling, Inc. is a Registered Investment Advisor firm that offers a range of investment advisory services, including financial planning, portfolio management, and consulting. The firm has specialized in working with clients like individuals, corporations, charitable organizations, and insurance companies.

Firm Information

Sarah Swan 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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Sarah Swan’s Registration & Firm History

NY

01/13/2023 - Present

Howe AND Rusling, Inc. (ROCHESTER NY)

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Licenses & Designations

IA

Issued 06/10/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Potter Swan.
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