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Michael Ambrose Ryan

MARSHALL & STERLING WEALTH ADVISORS, INC.·POUGHKEEPSIE, New York
SIE, Series 6, Series 7, Series 63, Series 65CFPClean record9 years registeredMARSHALL & STERLING WEALTH ADVISORS, INC.
110 MAIN STREET, POUGHKEEPSIE, NY 12601CRD# 2255532Firm CRD# 164345

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Ambrose Ryan · POUGHKEEPSIE, NY
Registration
CRD #2255532 · MARSHALL & STERLING WEALTH ADVISORS, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

MARSHALL + STERLING WEALTH ADVISORS, INC.
Jan 2017 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · January 16, 2017
Years registered · 9
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARSHALL & STERLING WEALTH ADVISORS, INC.
CRD 164345 · SEC 801-78688
AUM
$664M
Regulatory assets under management
Employees
13
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 Michael Ambrose Ryan offer?
Michael Ambrose Ryan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in POUGHKEEPSIE, New York for a consultation.
What are Michael Ambrose Ryan's credentials?
Michael Ambrose Ryan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Ambrose Ryan located?
Michael Ambrose Ryan 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 Michael Ambrose Ryan charge for services?
Michael Ambrose Ryan'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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Craig Matthew Pesce
POUGHKEEPSIE, NY
CFP

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