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Financial ADVSR advisor directory · SEC adviser records

Marshall + Sterling Wealth Advisors, Inc. financial advisors

Every SEC-registered investment adviser representative at Marshall + Sterling Wealth Advisors, Inc., by the state and city of the office they work from.

9 registered advisors work at Marshall + Sterling Wealth Advisors, Inc., in 1 state and 2 cities; the most are in Poughkeepsie, NY (7). 4 list the CFP designation and 7 are also registered broker representatives.

Search every Marshall + Sterling Wealth Advisors, Inc. advisor by name →Who joined and left Marshall + Sterling Wealth Advisors, Inc. →Marshall + Sterling Wealth Advisors, Inc.: assets, clients and custodians →

Cities with the most Marshall + Sterling Wealth Advisors, Inc. advisors

Poughkeepsie, NY 7Kingston, NY 2

Marshall + Sterling Wealth Advisors, Inc. advisors by state

Marshall + Sterling Wealth Advisors, Inc. in New York 9

Poughkeepsie 7Kingston 2

Questions

How many financial advisors does Marshall + Sterling Wealth Advisors, Inc. have?

9 investment adviser representatives are registered with Marshall + Sterling Wealth Advisors, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 2 cities. 4 list the CFP designation and 7 are also registered as broker representatives.

Where does Marshall + Sterling Wealth Advisors, Inc. have the most advisors?

Poughkeepsie, NY, with 7 registered advisors, then Kingston, NY (2). By state, New York has the most, with 9.

How do I find a Marshall + Sterling Wealth Advisors, Inc. financial advisor near me?

Pick your state below, then your city, to see every Marshall + Sterling Wealth Advisors, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Marshall + Sterling Wealth Advisors, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →