Casey Ryan
Howe & Rusling · Rochester, New York
Casey Ryan is a fee-only financial advisor at Howe & Rusling in Rochester, New York. Howe & Rusling reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Casey →
Facts
| Firm | Howe & Rusling |
|---|---|
| Based in | Rochester, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.44B across 3,397 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 2298663 |
| Exams passed | Series 63 (1994) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.howeandrusling.com |
How Casey's firm compares
- Howe & Rusling's average account is about $717,000, from its Form ADV (assets managed divided by 3,397 accounts).
Request an introduction to Casey
Tell Casey a little about what you're looking for. Casey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Casey
Is Casey Ryan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Casey holds no broker registration, and Howe & Rusling reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Casey charge for financial advice?
Casey's firm, Howe & Rusling, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Casey Ryan based?
Casey Ryan is based in Rochester, New York.
Is Casey Ryan registered with the SEC?
Yes. Casey Ryan is registered as an investment adviser representative in NY and TX (CRD 2298663), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Howe & Rusling manage?
Howe & Rusling reports $2.44B across 3,397 accounts in assets under management.
How do I contact Casey Ryan?
Through Casey's website, www.howeandrusling.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Howe & Rusling website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.