Financial ADVSR advisor directory · SEC adviser records
Marshall + Sterling Wealth Advisors, Inc. financial advisors in New York
Every SEC-registered investment adviser representative at a Marshall + Sterling Wealth Advisors, Inc. office in New York, by city and A to Z.
The short answer
9 registered advisors work at Marshall + Sterling Wealth Advisors, Inc. in New York, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Poughkeepsie (7). 4 list the CFP designation and 7 are also registered broker representatives.
Marshall + Sterling Wealth Advisors, Inc. advisors by city in New York
Every firm in New York →Marshall + Sterling Wealth Advisors, Inc. advisors in New York, A to Z
Search by name →- Matthew L. DehondPoughkeepsie
- Dean A. LysenkoPoughkeepsie
- Devin M. McGillPoughkeepsie
- Timothy L. PaulsonPoughkeepsie
- Craig M. PescePoughkeepsie · Certified Financial Planner
- Michael A. RyanKingston · Certified Financial Planner
- Chintan H. ShuklaPoughkeepsie · Chartered Financial Analyst
- Jesse D. UttendorferKingston · Certified Financial Planner
- Stephen A. ValentinoPoughkeepsie · Certified Financial Planner
Marshall + Sterling Wealth Advisors, Inc. advisors in every state →Marshall + Sterling Wealth Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Marshall + Sterling Wealth Advisors, Inc. financial advisors are in New York?
9 investment adviser representatives are registered at Marshall + Sterling Wealth Advisors, Inc. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 4 list the CFP designation and 7 are also registered as broker representatives.
Where in New York does Marshall + Sterling Wealth Advisors, Inc. have the most advisors?
Poughkeepsie, with 7, then Kingston (2). Marshall + Sterling Wealth Advisors, Inc. has advisors in 2 cities in New York.
How do I check a Marshall + Sterling Wealth Advisors, Inc. advisor in New York?
Each advisor below 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. Advisors are listed at the city of the Marshall + Sterling Wealth Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.