Marshall & Sterling Wealth Advisors, Inc.
Marshall & Sterling Wealth Advisors, Inc. (CRD# 164345) is a financial advisory firm headquartered in Poughkeepsie, NY. They manage $663,902,233 in 1,484 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management664MILLION
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Total Number of Accounts1,484ACCOUNTS
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Average Account Value$447,373
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
CA, CT, FL, MA, NC, NJ, NY, PA, SC, TX, VI
Dean Lysenko (CRD# 6454359) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 10 years of experience in the finance industry.
Craig Pesce (CRD# 2860958) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 25 years of experience in the finance industry.
Kelsey Ponesse (CRD# 6619119) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 7 years of experience in the finance industry.
Joseph Quinn (CRD# 2024535) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 34 years of experience in the finance industry.
Michael Ryan (CRD# 2255532) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Kingston, NY and has over 31 years of experience in the finance industry.
Jesse Uttendorfer (CRD# 6903326) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Kingston, NY and has over 6 years of experience in the finance industry.
Stephen Valentino (CRD# 6844368) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 5 years of experience in the finance industry.
Chintan Shukla (CRD# 5606855) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 14 years of experience in the finance industry.