MARSHALL & STERLING WEALTH ADVISORS, INC.

POUGHKEEPSIE, New York·2 registered advisors·CRD# 164345
SEC# 801-786882845-554-1046
01

Firm Overview

AUM
$664M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MARSHALL & STERLING WEALTH ADVISORS, INC.

2 registered advisors
Craig Matthew Pesce
POUGHKEEPSIE, New York
CFP
Michael Ambrose Ryan
POUGHKEEPSIE, New York
CFP
05

Office Locations

POUGHKEEPSIE, New York
2 advisors

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Data sourced from SEC Form ADV filings. MARSHALL & STERLING WEALTH ADVISORS, INC. (CRD# 164345) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.