Marshall & Sterling Wealth Advisors Inc
Legal Name: MARSHALL & STERLING WEALTH ADVISORS, INC.
Full Contact Details
Marshall & Sterling Wealth Advisors Inc
110 MAIN STREET, POUGHKEEPSIE, NY
845-554-1046
845-625-1640
Other Info
Marshall & Sterling Wealth Advisors, Inc. is a New York corporation with 11 employees, 8 of whom provide advisory services to 7 clients. The firm is registered with the U.S. Securities and Exchange Commission (SEC) and has an approved status, with a registration date of November 1, 2013.
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Direct Owners
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CRAIG MATTHEW PESCE
CHIEF COMPLIANCE OFFICER AND DIRECTOR owns less than 5%
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MARSHALL & STERLING ENTERPRISES, INC.
OWNER owns 75% or more
-
MICHAEL AMBROSE RYAN
VICE PRESIDENT owns less than 5%
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TIMOTHY EDWARD DEAN
SECRETARY owns less than 5%
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TIMOTHY RYCHCIK
PRESIDENT AND TREASURER owns less than 5%
Indirect Owners
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CATHERINE REECK SHANKS
TRUSTEE
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JEANNE MARIE MALOY
TRUSTEE
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MARSHALL & STERLING ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
TRUST owns 75% or more