Sarah
Swan
Howe And Rusling, Inc
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About this Advisor
Sarah Swan is a financial advisor based in Rochester, New York with a total of 2 years of industry experience. Swan currently works for Howe And Rusling, Inc. They have spent all of their time as a financial advisor at Howe And Rusling, Inc. Swan maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in New York and Texas. Howe And Rusling, Inc is an advisory business headquartered in Rochester, NY. The firm has offices in four locations and a total of 24 financial advisors. It handles $2 billion in assets under management across its 2,398 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 20 charitable organizations. Of its 2,398 client accounts, 39% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a diverse 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. Fees charged by financial advisors usually vary depending on the type of services offered. Fees charged by Howe And Rusling, Inc may 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
Sarah Swan Work History
Sarah has been registered as a financial advisor for 2 years.*
Howe And Rusling, 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 Sarah Swan 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
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