Marshall + Sterling Wealth Advisors, INC.
Poughkeepsie, NY·SEC-registered · CRD #164345
Marshall + Sterling Wealth Advisors, INC. is an SEC-registered investment advisory firm in Poughkeepsie, NY managing $1.6B across 1.6k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
1.6k
Advisory staff
9
Fee model
Fee-based
How Marshall + Sterling Wealth Advisors, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Marshall + Sterling Wealth Advisors, INC.
How much does Marshall + Sterling Wealth Advisors, INC. manage?
Per its most recent SEC Form ADV filing (05/12/2026), Marshall + Sterling Wealth Advisors, INC. reports $1.6B in regulatory assets under management across roughly 1.6k client accounts.
How does Marshall + Sterling Wealth Advisors, INC. charge?
Marshall + Sterling Wealth Advisors, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Marshall + Sterling Wealth Advisors, INC. a fiduciary?
Yes. Marshall + Sterling Wealth Advisors, INC. is registered with the U.S. Securities and Exchange Commission (CRD #164345), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Marshall + Sterling Wealth Advisors, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Marshall + Sterling Wealth Advisors, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Poughkeepsie, NY
Profile compiled from Marshall + Sterling Wealth Advisors, INC.'s public SEC Form ADV filing (CRD #164345, filed 05/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Marshall + Sterling Wealth Advisors, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Marshall + Sterling Wealth Advisors, INC.? Claim this profile.