Eric E. Udvari

HOWE AND RUSLING

Boise, ID 83702

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CRD#: 6456141

Professional summary

Eric Emerson Udvari, CFP® is a registered financial advisor currently at HOWE AND RUSLING, INC. located in Boise, Idaho.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Eric has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Emerson Udvari's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

September 27, 2021 - Present

HOWE AND RUSLING, INC.

Office #1: 910 Main Street Suite 350, Boise, ID 83702

RIA

CRD#: 104627

Boise, ID

Past

December 12, 2018 - July 16, 2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

Boise, ID

Past

December 12, 2018 - July 16, 2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

DENVER, CO

Past

June 18, 2015 - November 28, 2018

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

BOISE, ID

Past

June 4, 2015 - November 28, 2018

CHARLES SCHWAB & CO., INC.

CRD#: 5393

BOISE, ID

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HOWE AND RUSLING, INC.

CRD#: 104627 / SEC#: 801-294

RIA

Registered Investment Advisory firm - (1/3/1941 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(9/27/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/18/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/4/2015

General Securities Representative Examination

Current Firm

HOWE AND RUSLING, INC.

CRD#: 104627 / SEC#: 801-294

RIA

Registered Investment Advisory firm - (1/3/1941 Approved)

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Contact information

Main Address

165 Culver Rd Suite 100, Rochester, NY 14620

Mailing Address

Phone number

(585) 325-4140

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HOWE & RUSLING ADV PART 2 BROCHURE (8/12/2025)

Regulatory assets under management

Total Number of Accounts	3,045
AUM (Assets Under Management)	$ 2,026,253,586

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Eric E. Udvari

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Emerson Udvari's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

HOWE AND RUSLING, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/18/2015

SIE

Date: 10/1/2018

Series 7

Date: 6/4/2015

Current Firm

HOWE AND RUSLING, INC.

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HOWE AND RUSLING, INC.

TRUST BUT VERIFY

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