Eric
Udvari
Howe And Rusling, Inc
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About this Advisor
Eric Udvari is a certified financial planner operating in Rochester, New York with a total of 2 years of industry experience. Udvari is an employee of Howe And Rusling, Inc. Their career trajectory has included roles at Charles Schwab & Co., Inc, Chase Bank, University Of Arizona, A-Town Pizza, Tiaa-Cref Individual & Institutional Services, LLC and Howe And Rusling, Inc. Udvari holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Idaho. Howe And Rusling, Inc is a business operating out of Rochester, NY. It has offices in four locations and a total of 24 people on staff. It handles $2 billion in assets between its 2,398 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 20 charities and foundations. Of its 2,398 customer accounts, 39% belong to high-net-worth investors who have more than $1 million in assets available to invest. Howe And Rusling, Inc provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial management fees largely vary depending on the financial services provided. However, fee types charged by Howe And Rusling, Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Howe And Rusling, Inc Brokerage Details
$1,460,434,355
24
2,398
$609,022
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Eric Udvari Work History
Eric has been registered as a financial advisor for 2 years.*
Howe And Rusling, Inc
Tiaa-Cref Individual & Institutional Services, LLC
Charles Schwab & Co., Inc
Chase Bank
A-Town Pizza
University Of Arizona
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Udvari to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Howe And Rusling, Inc
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
