MARSHALL & STERLING WEALTH ADVISORS, INC.

278 Mill Street
Suite 301
Poughkeepsie, New York 12601
Tel: 845-554-1046

About MARSHALL & STERLING WEALTH ADVISORS, INC.

MARSHALL & STERLING WEALTH ADVISORS, INC, formally registered with the SEC as MARSHALL & STERLING WEALTH ADVISORS, INC. The firm was established in 11/01/2013. They have over 3 offices throughout the country.

MARSHALL & STERLING WEALTH ADVISORS, INC. is a Poughkeepsie, New York based Financial Planning firm with nearly $663,902,233 assets under management, offering retirement planning & investment advisory services to 1484 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164345
SEC#	801-78688
Assets Managed by Firm	$663,902,233
No. of Clients	1484
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1484	$663,902,233
Individuals (other than high net worth individuals)	573	$197,698,512
High net worth individuals	34	$61,180,762
Pension and profit sharing plans	197	$348,741,991
Charitable organizations	7	$3,078,647
Corporations or other businesses	8	$53,202,321

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