Unclaimed Profile

John Patrick O'shea

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

Clean recordMARSHALL & STERLING WEALTH ADVISORS, INC.

110 MAIN STREET, POUGHKEEPSIE, NY 12601CRD# 6092358Firm CRD# 164345

Profile Verification

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

Identity

John Patrick O'shea · POUGHKEEPSIE, NY

Registration

CRD #6092358 · MARSHALL & STERLING WEALTH ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Patrick O'shea is a registered financial advisor based in POUGHKEEPSIE, New York, affiliated with MARSHALL & STERLING WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

MARSHALL & STERLING WEALTH ADVISORS, INC.

AUM

$664M

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6092358

Firm CRD# 164345

View on FINRA BrokerCheck →

Looking for a financial advisor in POUGHKEEPSIE?

Browse all registered financial advisors in POUGHKEEPSIE, New York or claim this profile if it's yours.

Browse POUGHKEEPSIE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Patrick O'shea offer?

John Patrick O'shea specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in POUGHKEEPSIE, New York for a consultation.

What are John Patrick O'shea's credentials?

John Patrick O'shea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Patrick O'shea located?

John Patrick O'shea 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 John Patrick O'shea charge for services?

John Patrick O'shea'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →