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Financial ADVSR advisor directory · SEC adviser records

Marshall + Sterling Wealth Advisors, Inc. financial advisors in Poughkeepsie, NY

Every SEC-registered investment adviser representative at a Marshall + Sterling Wealth Advisors, Inc. office in Poughkeepsie, A to Z.

The short answer

7 registered advisors work at Marshall + Sterling Wealth Advisors, Inc. in Poughkeepsie, out of 9 at the firm nationwide; it ranks number 6 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.

Marshall + Sterling Wealth Advisors, Inc. advisors in Poughkeepsie, A to Z

Every Marshall + Sterling Wealth Advisors, Inc. advisor →

Marshall + Sterling Wealth Advisors, Inc. advisors in every city and state →Marshall + Sterling Wealth Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Marshall + Sterling Wealth Advisors, Inc. advisors in other cities

Kingston, NY 2

Other firms in Poughkeepsie

All Poughkeepsie advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 25LPL Financial LLC 15Ameriprise Financial Services, LLC 10Equitable Advisors, LLC 9Morgan Stanley 8Arax Advisory Partners 6B. Riley Wealth Advisors, Inc. 5Commonwealth Financial Network 4Osaic Institutions, Inc. 4Stifel, Nicolaus & Company, Incorporated 4D'Arcangelo Financial Advisors, LLC 3Osaic Wealth, Inc. 3

Questions

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

7 investment adviser representatives are registered at Marshall + Sterling Wealth Advisors, Inc. offices in Poughkeepsie, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.

Is Marshall + Sterling Wealth Advisors, Inc. one of the largest advisor employers in Poughkeepsie?

Marshall + Sterling Wealth Advisors, Inc. ranks number 6 in Poughkeepsie by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 25.

How do I check a Marshall + Sterling Wealth Advisors, Inc. advisor in Poughkeepsie?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.