Adviser and broker representative · Marshall + Sterling Wealth Advisors, Inc.
Kelsey R. Ponesse
CRD 6619119 · Poughkeepsie, NY
At a glance
Kelsey R. Ponesse is an investment adviser representative with Marshall + Sterling Wealth Advisors, Inc. in Poughkeepsie, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kelsey’s SEC record dates to 2018, about 8 years ago. Kelsey is also registered as a broker representative.
Current advisory firm
- Marshall + Sterling Wealth Advisors, Inc.Since September 2021Poughkeepsie, NY · $1.6B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kelsey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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