Sarah Potter Swan
Investment adviser representative at Howe and Rusling, Inc.
15 yearsExperience
2 statesRegistered in
$2.4BFirm assets
85 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Howe and Rusling, Inc.Jun 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Howe and Rusling, Inc.
$2.4BAssets managed
1,397Clients
10Advisers
85 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7403662
- Firm CRD
- 104627