Marshall & Sterling Wealth Advisors, Inc.

Marshall & Sterling Wealth Advisors, Inc. (CRD# 164345) is a financial advisory firm headquartered in Poughkeepsie, NY. They manage $423,583,859 in 1,265 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    424
    MILLION
  • Total Number of Accounts
    1,265
    ACCOUNTS
  • Average Account Value
    $334,849
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, MA, MN, NC, NJ, NY, PA, SC, TX, VI

Financial Advisors at Marshall & Sterling Wealth Advisors, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Dean A. Lysenko
CRD#: 6454359
110 Main Street, Poughkeepsie, NY 12601

Dean Lysenko (CRD# 6454359) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 8 years of experience in the finance industry.

2
Craig M. Pesce
CRD#: 2860958
110 Main Street, Poughkeepsie, NY 12601

Craig Pesce (CRD# 2860958) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 23 years of experience in the finance industry. Craig Pesce 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.

3
Kelsey R. Ponesse
CRD#: 6619119
110 Main Street, Poughkeepsie, NY 12601

Kelsey Ponesse (CRD# 6619119) 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.

4
Joseph D. Quinn
CRD#: 2024535
110 Main Street, Poughkeepsie, NY 12601

Joseph Quinn (CRD# 2024535) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 32 years of experience in the finance industry.

5
Michael A. Ryan
CRD#: 2255532
407 Hurley Avenue, Kingston, NY 12401

Michael Ryan (CRD# 2255532) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Kingston, NY and has over 29 years of experience in the finance industry. Michael Ryan 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.

6
Jesse D. Uttendorfer
CRD#: 6903326
407 Hurley Avenue, Kingston, NY 12401

Jesse Uttendorfer (CRD# 6903326) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Kingston, NY and has over 4 years of experience in the finance industry.

7
Stephen A. Valentino
CRD#: 6844368
110 Main Street, Poughkeepsie, NY 12601

Stephen Valentino (CRD# 6844368) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 4 years of experience in the finance industry.

8
Chintan H. Shukla
CRD#: 5606855
110 Main Street, Poughkeepsie, NY 12601

Chintan Shukla (CRD# 5606855) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY and has over 12 years of experience in the finance industry.

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