Ryan
Tomko
Howe And Rusling, Inc
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About this Advisor
Ryan Tomko is a certified financial planner based in Rochester, New York, with a total of 2 years of relevant experience. Tomko is on the advisory team at Howe And Rusling, Inc. Tomko has gained experience at Manning & Napier Advisors, Inc, Cadaret, Grant & Co., Inc, Our Lady Queen Of Peace/St. Thomas More, Manning & Napier Investor Services, Inc, Manning & Napier Advisors, LLC, Practice Resources and Howe And Rusling, Inc. Tomko maintains a Series 63 license, designating them as a securities agent, and is able to work in New York and Texas. Howe And Rusling, Inc is a registered investment business based out of Rochester, NY. The investment advisory business has offices in four locations and a total of 24 people on staff. It administers $2 billion in assets under management among its 2,398 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 20 charities and foundations. Of its 2,398 accounts, 39% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a broad set 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. Financial advisory fees largely vary depending on which services are offered. However, fees billed by Howe And Rusling, Inc likely include some combination of 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
Ryan Tomko Work History
Ryan has been registered as a financial advisor for 2 years.*
Howe And Rusling, Inc
Cadaret, Grant & Co., Inc
Manning & Napier Investor Services, Inc
Manning & Napier Advisors, LLC
Practice Resources
Our Lady Queen Of Peace/St. Thomas More
Manning & Napier Advisors, Inc
*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 Ryan Tomko 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.
