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Casey D. Ryan

Advisor at Howe And Rusling, Inc. — Fayetteville, NY

Updated today

Credentials

Series 63

Experience

5 years

Location

Fayetteville, NY

Howe And Rusling, Inc. logo

Howe And Rusling, Inc.

Team

Total advisors

10

Across 3 offices

Clients per advisor

135 Very High

Avg AUM per client

$1,666,489 High

HNW client ratio

45% High

About

Casey Ryan is a financial advisor at Howe and Rusling, Inc. in Fayetteville, NY, holding a Series 63 designation with five years of industry experience. He has been with Howe and Rusling since 2004. Howe and Rusling primarily serves individual and high-net-worth clients, as well as insurance companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management focused on large-cap equity and intermediate fixed-income strategies, combining macroeconomic forecasting, sector allocation, and fundamental research in its investment process.

Client services

Based on Howe And Rusling, Inc.

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Consulting

Expertise

Based on Howe And Rusling, Inc.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance Retirement income strategy

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Fee options

Fixed

Fixed fees for financial planning services: typically $3,000 (paid in two installments); $300 for additional plan updates after three months; consulting services typically based on discretionary fixed fee

Percentage

$0 - $500,000: 1.20% annually (0.30% quarterly) $500,001 - $1,000,000: 1.00% annually (0.25% quarterly) $1,000,001+: 0.80% annually (0.20% quarterly)

Other

Account minimum: $500,000 for basic accounts, $1,000,000 for fixed income-only accounts (may be waived in discretion) Minimum fee: $1,500 quarterly minimum fee for basic accounts (equivalent to $500,000 portfolio); $1,250 quarterly minimum fee for fixed income-only accounts (equivalent to $1,000,000 portfolio) Fee-only: Yes, standard investment advisory fees as detailed in fee tiers; also offers fixed fees for financial planning (typically $3,000 total) and consulting services (discretionary fixed fees)

Location

See office

Fayetteville, NY

Fayetteville NY

Advisors at this office

1

Most active in

New York · Texas

Work history

5 years of industry experience

Howe & Rusling, Inc.

2004 - Present • 22 years

Rochester, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jessica C

Series 63, Series 66

Chittenango, NY

Jessica Champion Investment Services

Jessica Champion is the principal of Jessica Champion Investment Services, an independent wealth management firm she founded in 2025. She holds Series 63 and Series 66 licenses and has eight years of industry experience, including roles at LPL Financial, Ameriprise Financial Services, and various other firms. Her firm provides wealth management and financial planning services to individuals and high-net-worth clients, offering ongoing investment advice and written financial plans covering retirement, estate, tax, college savings, business planning, insurance, and risk management. The firm uses a fee-only, discretionary model, combining modern portfolio theory with fundamental, technical, and charting analysis, and integrates behavioral finance coaching along with customizable socially responsible investing options.

Retirement income strategy General retirement planning Cash flow / budgeting
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Nancy G

Series 63, Series 65, Series 66

Syracuse, NY

Edward S. Green & Associates, LLC

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY, holding Series 63, 65, and 66 licenses and six years of industry experience. She previously worked at UBS Financial Services for one year before joining Edward S. Green & Associates, where she has been since 2010. In addition to her advisory role, Nancy provides human resources consulting for Bousquet Holstein PLLC. Edward S. Green & Associates primarily acts as a solicitor for an unaffiliated investment adviser, offering financial concierge services that coordinate clients’ education, retirement, and estate planning with other professionals. The firm does not manage client assets directly but refers clients to a sub-adviser for investment management and serves as the primary client contact for those referrals.

Wealth management
user avatar

Judson A

Series 63, Series 65, Series 66

Cazenovia, NY

Dark Horse Wealth LLC

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY. He holds Series 63, 65, and 66 credentials and has 5 years of industry experience. Prior to founding Dark Horse Wealth, he worked at 1 St Discount Brokerage, Inc. He also serves as a referee during the months of September and October. Dark Horse Wealth LLC provides advisory services to individuals, pension and profit-sharing plans, and corporate clients. The firm focuses on retirement-plan work using discretionary investment supervisory services, financial planning, and hourly consulting, employing a combination of low-cost funds and tactical individual securities to meet client objectives.

Wealth management General retirement planning Income planning Annuities Passive / index investing
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Samuel K

Series 65

Syracuse, NY

Kraemer Capital Management LLC

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

General retirement planning College savings (529s, UTMA, etc.) Debt management
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Christopher D

CFA®

Fayetteville, NY

Constellation Asset Management, Inc.

Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Active portfolio management Options & derivatives strategies
user avatar

Lucas S

Series 65

Syracuse, NY

LTS Wealth Management

Lucas Smith is the principal advisor at LTS Wealth Management in Syracuse, NY. He holds the Series 65 designation and has one year of experience in the financial advisory industry. Outside of his advisory role, he has operated a basketball officiating business since 2007 and serves as the grievance chair for the Baldwinsville Teachers Association. He has also maintained longstanding roles in public education, including with the Baldwinsville Central School District. LTS Wealth Management provides tailored investment advisory and financial planning services to individuals, families, and small businesses. The firm employs a combination of quantitative and qualitative investment methods within a strategic asset-allocation framework, incorporating tax-aware practices and limited options strategies when appropriate.

Tax-loss harvesting Options & derivatives strategies
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