Aldemar Research
33yrs
Top advisor by experience in Fayetteville
33yrs
Casey Ryan has worked in the financial industry for 33 years and is a financial advisor based in Fayetteville, New York. Casey joined Howe and Rusling in 2021, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
At a glance
Experience33 years (since 1994)
How that compares ?Top advisor by experience at Howe and Rusling
OfficeFayetteville, NY
FirmHowe and Rusling
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.67 million
Advisors at the firm10
States licensed ?2 states
Services through Howe and Rusling
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowHowe and Rusling, Inc.Current firm
Contact Casey
(585) 325-4140Firm headquarters in Rochester, NY. Ask for Casey. Fayetteville, NYOffice · Get directions Facebook pageHowe and RuslingIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Casey
Tailored to Casey’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Casey
How do I contact Casey?
Call Howe and Rusling at (585) 325-4140 and ask for Casey Ryan. Casey works from the Fayetteville, NY office.
How long has Casey been a financial advisor?
Casey has been in the industry since 1994, about 33 years. Top advisor by experience at Howe and Rusling.
What licenses does Casey hold?
Series 63. Tap any license on this page to see what it allows.
Is Casey a fiduciary?
Casey is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Casey paid?
Howe and Rusling reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Casey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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