MARSHALL & STERLING WEALTH ADVISORS, INC.

POUGHKEEPSIE, New York·10 registered advisors·CRD# 164345
SEC# 801-786882845-554-1046
01

Firm Overview

AUM
$664M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
10
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.

10 registered advisors
Catherine Reeck Shanks
POUGHKEEPSIE, New York
Craig Matthew Pesce
POUGHKEEPSIE, New York
Frank J Smith
POUGHKEEPSIE, New York
Jeanne Marie Maloy
POUGHKEEPSIE, New York
John Patrick O'shea
POUGHKEEPSIE, New York
Krystal M. Woods
POUGHKEEPSIE, New York
Michael Ambrose Ryan
POUGHKEEPSIE, New York
Nicole Elizabeth Keppel
POUGHKEEPSIE, New York
Timothy Edward Dean
POUGHKEEPSIE, New York
Timothy Rychcik
POUGHKEEPSIE, New York
05

Office Locations

POUGHKEEPSIE, New York
10 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.