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Casey Ryan

Advisor at Howe and Rusling, Inc.

Updated today

Location

Fayetteville, NY

Credentials

Series 63

Industry experience

4 years

About

Casey Ryan is a financial advisor at Howe and Rusling, Inc. with four years of industry experience. He holds a Series 63 designation and has been with Howe and Rusling since 2004. Howe and Rusling provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as institutional relationships. The firm focuses on large-cap equity and intermediate-term fixed income management, combining top-down macroeconomic analysis with bottom-up fundamental research.

Client services

Based on Howe and Rusling, Inc.

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Consulting

Expertise

Based on Howe and Rusling, Inc.

Active portfolio management Income planning General estate planning guidance Cash flow / budgeting

Fee options

Fixed

Financial planning fixed fee of $3,000 for accounts $150,000 or less; additional $300 for plan updates beyond 3 months; consulting fixed fees negotiated individually

Percentage

$0 - $500,000: 1.20% annually (0.30% quarterly) $500,001 - $1,000,000: 1.00% annually (0.25% quarterly) $1,000,001+: 0.80% annually (0.20% quarterly)

Other

Account minimum: $500,000 for basic accounts; $1,000,000 for fixed income-only accounts Minimum fee: Minimum quarterly fee of $1,500 for basic accounts (equivalent to $500,000 portfolio); Minimum quarterly fee of $1,250 for fixed income-only accounts (equivalent to $1,000,000 portfolio) Fee-only: Financial planning fixed fee of $3,000 for accounts $150,000 or less; consulting fixed fees negotiated individually

Location

Fayetteville, NY

Most active in

New York · Texas

Work history

Howe & Rusling, Inc.

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65, Series 66

Syracuse, NY

Edward S. Green & Associates, LLC

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Wealth management
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Judson A

Series 63, Series 65, Series 66

Cazenovia, NY

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Wealth management General retirement planning Income planning Annuities Passive / index investing
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Series 65

Syracuse, NY

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General retirement planning College savings (529s, UTMA, etc.) Debt management
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Series 63, Series 66

Chittenango, NY

Champion, Jessica

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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Christopher D

CFA®

Fayetteville, NY

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Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Active portfolio management Options & derivatives strategies
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Lucas S

Series 65

Syracuse, NY

LTS Wealth Management

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Tax-loss harvesting Options & derivatives strategies
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