Unclaimed Profile

Craig Matthew Pesce

MARSHALL & STERLING WEALTH ADVISORS, INC.·POUGHKEEPSIE, New York

SIE, Series 7, Series 24, Series 63, Series 65, Series 66CFPClean record11 years registeredMARSHALL & STERLING WEALTH ADVISORS, INC.

110 MAIN STREET, POUGHKEEPSIE, NY 12601CRD# 2860958Firm CRD# 164345

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Matthew Pesce · POUGHKEEPSIE, NY

Registration

CRD #2860958 · MARSHALL & STERLING WEALTH ADVISORS, INC. · 11 years registered

Brand Profile

Not yet started

Career History

MARSHALL + STERLING WEALTH ADVISORS, INC.

Feb 2017 – present

LPL FINANCIAL LLC

Mar 2015 – present

LPL FINANCIAL LLC

Jul 2017 – Jun 2020

POUGHKEEPSIE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · March 31, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARSHALL & STERLING WEALTH ADVISORS, INC.

CRD 164345 · SEC 801-78688

AUM

$664M

Regulatory assets under management

Employees

1,484 client accounts

Services offered by MARSHALL & STERLING WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARSHALL & STERLING WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Craig Matthew Pesce offer?

Craig Matthew Pesce specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in POUGHKEEPSIE, New York for a consultation.

What are Craig Matthew Pesce's credentials?

Craig Matthew Pesce holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Craig Matthew Pesce located?

Craig Matthew Pesce is based in POUGHKEEPSIE, New York, working with MARSHALL & STERLING WEALTH ADVISORS, INC.. Their office serves clients in the POUGHKEEPSIE metropolitan area and surrounding communities.

How does Craig Matthew Pesce charge for services?

Craig Matthew Pesce's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARSHALL & STERLING WEALTH ADVISORS, INC.?

MARSHALL & STERLING WEALTH ADVISORS, INC. has approximately 13 employees and manages $664M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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