MARSHALL & STERLING WEALTH ADVISORS, INC.
Tel: 845-554-1046 278 Mill Street Suite 301 Poughkeepsie, New York 12601
About MARSHALL & STERLING WEALTH ADVISORS, INC.
MARSHALL & STERLING WEALTH ADVISORS, INC. is a Poughkeepsie, New York based financial advisory firm with nearly $663,902,233 in assets under management and provides investment advisory services for 1484 clients. There are currently 13 financial advisors at the firm.
General Information
Firm CRD#:
164345
Firm SEC#:
801-78688
Assets Under Management:
$663,902,233
No. of Clients:
1484
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
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