MARSHALL & STERLING WEALTH ADVISORS, INC. - Financial Advisor in New York, Poughkeepsie

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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