Michael
Carrico

Howe And Rusling, Inc

CRD#6616495
Investment Advisor
in Rochester, NY

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About this Advisor

Michael Carrico is a certified financial planner working out of Rochester, New York with a total of 1 year of relevant experience. Carrico is an employee of Howe And Rusling, Inc. Carrico has gained experience at T Rowe Price, Firstbank, Empower Financial Services, Inc, Howe And Rusling, Inc and Empower Advisory Group, LLC. Carrico maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to advise clients in Colorado. Howe And Rusling, Inc is a financial advisory company based out of Rochester, NY. It has offices in four locations and a total of 24 financial advisors. It has $2 billion in assets among its 2,398 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 20 charitable organizations. Of its 2,398 customer accounts, 39% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company performs a number of services, including 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. A financial advisor's fees usually depend on which services the firm provides the client. Fee types billed by Howe And Rusling, Inc likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

120 East Ave
Rochester, NY 14604

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Howe And Rusling, Inc Brokerage Details

Total Assets Under Management

$1,460,434,355

NY Average: $7,464,549,021
Total Number of Employees

24

NY Average: 88
Total Number of Accounts

2,398

NY Average: 3,892
Average Account Size

$609,022

NY Average: $1,917,921

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

Michael Carrico Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Howe And Rusling, Inc

2022 - 2022 (< 1 year)

Empower Financial Services, Inc

2022 - 2022 (< 1 year)

Empower Advisory Group, LLC

2016 - 2022 (6 years)

T Rowe Price

2011 - 2016 (5 years)

Firstbank

*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 Michael Carrico 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

Michael Carrico
Rochester, NY
Ryan Tomko
Rochester, NY
Sarah Swan
Rochester, NY
Eric Udvari
Rochester, NY
Dylan Potter
Rochester, NY
Gregory Farrell
Rochester, NY
Casey Ryan
Rochester, NY
Craig Cairns
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.

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