MARSHALL + STERLING WEALTH ADVISORS, INC. of POUGHKEEPSIE, NY is an SEC-registered investment adviser (CRD 164345). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Craig Matthew Pesce | CHIEF COMPLIANCE OFFICER AND DIRECTOR / PRESIDENT | — |
| Michael Ambrose Ryan | VICE PRESIDENT | — |
| Frank J Smith | TRUSTEE | — |
| Nicole Elizabeth Keppel | TRUSTEE; VICE PRESIDENT | — |
| Krystal M Woods | TRUSTEE | — |
| DEAN BRIAN EDWARD | SECRETARY; TRUSTEE | — |
| SMITH THOMAS J | TRUSTEE | — |
| RYCHCIK TIMOTHY | PRESIDENT AND TREASURER; TRUSTEE | — |
| MORGAN JOHN SCOTT | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| PESCE CRAIG MATTHEW | CHIEF COMPLIANCE OFFICER AND DIRECTOR; CHIEF COMPLIANCE OFFICER AND DIRECTOR / PRESIDENT; DIRECTOR | — |
| SHANKS CATHERINE REECK | TRUSTEE | — |
| MALOY JEANNE MARIE | TRUSTEE | — |
| O'SHEA JOHN PATRICK | TRUSTEE | — |
| RYAN MICHAEL AMBROSE | VICE PRESIDENT | — |
| KEPPEL NICOLE ELIZABETH | TRUSTEE | — |
| WOODS KRYSTAL M | TRUSTEE | — |
| Woods Krystal | TRUSTEE | — |
| Krystal M. Woods | TRUSTEE | — |
| Chintan Hariprakash Shukla | AVP | — |