Dylan Potter (CRD# 7368877) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has 1 year of experience in the finance industry. Dylan Potter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Howe And Rusling, Inc. | Rochester, NY | Jul 2017 - Current | 6 |
| New York Army National Guard | Utica, NY | Jun 2017 - Current | 6 |
| United States Army | Watertown, NY | May 2010 - Jun 2017 | 7 |
- NY
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Total Assets Under Management1,675MILLIONS
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Total Number of Accounts2,599ACCOUNTS
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Average Account Value$644,518
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, CT, FL, GA, HI, ID, IL, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA
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