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Trustee · Marshall + Sterling Wealth Advisors, Inc.

Krystal M. Woods

CRD 7962416 · Named on Form ADV at one SEC-registered adviser

At a glance

Marshall + Sterling Wealth Advisors, Inc., an SEC-registered asset manager based in Poughkeepsie, NY with $1.6 billion in regulatory assets, lists Krystal M. Woods on its Form ADV as Trustee.

Firms and roles

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Krystal’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Craig M. PesceChief Compliance Officer and Director / President, Marshall + Sterling Wealth Advisors, Inc.
  • Michael A. RyanVice President, Marshall + Sterling Wealth Advisors, Inc.
  • Chintan H. ShuklaAvp, Marshall + Sterling Wealth Advisors, Inc.
  • Nicole E. KeppelVice President, Marshall + Sterling Wealth Advisors, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Krystal’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.