Marshall & Sterling Wealth Advisors, Inc.
Marshall & Sterling Wealth Advisors, Inc. (CRD# 164345) is a financial advisory firm headquartered in Poughkeepsie, NY. They manage $61,615,189 in 373 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management62MILLION
Total Number of Accounts373ACCOUNTS
Average Account Value$165,188
- 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
FL, MN, NY, TX
John Morgan (CRD# 2030826) 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.