Active
MARSHALL & STERLING WEALTH ADVISORS, INC.
Investment Advice|POUGHKEEPSIE, NY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$995.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 375.7M |
| Non-Discretionary | 620.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 164345 |
| SEC Number | 801-78688 |
| Street Address | 278 MILL STREET |
| Street Address 2 | SUITE 301 |
| Location | POUGHKEEPSIE, NY 12601 |
| Country | United States |
| Phone | 845-554-1046 |
| Fax | 845-625-1640 |
| Total Employees | 13 |
Client Count by Type (1,009 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 697 |
| Pension/Profit Sharing Pl… | 228 |
| High Net Worth Individual… | 68 |
| Charitable Organizations | 8 |
| Corporations/Businesses | 8 |
Community Partners
CITY OF BEACON
CITY OF POUGHKEEPSIE
COUNTY OF DUTCHESS
TOWN OF AMENIA
TOWN OF BEEKMAN
TOWN OF CLINTON
TOWN OF DOVER
TOWN OF EAST FISHKILL
TOWN OF FISHKILL
TOWN OF LAGRANGE
TOWN OF MILAN
TOWN OF NORTH EAST
TOWN OF PAWLING
TOWN OF PINE PLAINS
TOWN OF PLEASANT VALLEY
TOWN OF POUGHKEEPSIE
TOWN OF RED HOOK
TOWN OF RHINEBECK
TOWN OF STANFORD
TOWN OF UNION VALE
CITY OF BEACON
CITY OF POUGHKEEPSIE
COUNTY OF DUTCHESS
TOWN OF AMENIA
TOWN OF BEEKMAN
TOWN OF CLINTON
TOWN OF DOVER
TOWN OF EAST FISHKILL
TOWN OF FISHKILL
TOWN OF LAGRANGE
TOWN OF MILAN
TOWN OF NORTH EAST
TOWN OF PAWLING
TOWN OF PINE PLAINS
TOWN OF PLEASANT VALLEY
TOWN OF POUGHKEEPSIE
TOWN OF RED HOOK
TOWN OF RHINEBECK
TOWN OF STANFORD
TOWN OF UNION VALE
CITY OF BEACON
CITY OF POUGHKEEPSIE
COUNTY OF DUTCHESS
TOWN OF AMENIA
TOWN OF BEEKMAN
TOWN OF CLINTON
TOWN OF DOVER
TOWN OF EAST FISHKILL
TOWN OF FISHKILL
TOWN OF LAGRANGE
TOWN OF MILAN
TOWN OF NORTH EAST
TOWN OF PAWLING
TOWN OF PINE PLAINS
TOWN OF PLEASANT VALLEY
TOWN OF POUGHKEEPSIE
TOWN OF RED HOOK
TOWN OF RHINEBECK
TOWN OF STANFORD
TOWN OF UNION VALE
Municipal Government
30 Active
30
Organizations
AMENIA FIRE DISTRICT
ARLINGTON FIRE DISTRICT
BEEKMAN FIRE DISTRICT
BLODGETT MEMORIAL LIBRARY DISTRICT OF FISHKILL
CHELSEA FIRE DISTRICT
DEPT OF BEHAVIORAL AND COMMUNITY HEALTH
DUTCHESS JUNCTION FIRE DISTRIT
EAST CLINTON FIRE DISTRICT
EAST FISHKILL FIRE DISTRICT
EAST FISHKILL PUBLIC LIBRARY DISTRICT
EAST FISHKILL VOLUNTEER FIRE DISTRICT
FAIRVIEW FIRE DISTRICT
FIRE DEPARTMENT
GLENHAM FIRE DISTRICT
GREATER POUGHKEEPSIE LIBRARY DISTRICT
GRINNELL PUBLIC LIBRARY DISTRICT
HILLSIDE FIRE DISTRICT
HOWLAND PUBLIC LIBRARY DISTRICT
HUGHSONVILLE FIRE DISTRICT
HYDE PARK FIRE AND WATER DISTRICT
AMENIA FIRE DISTRICT
ARLINGTON FIRE DISTRICT
BEEKMAN FIRE DISTRICT
BLODGETT MEMORIAL LIBRARY DISTRICT OF FISHKILL
CHELSEA FIRE DISTRICT
DEPT OF BEHAVIORAL AND COMMUNITY HEALTH
DUTCHESS JUNCTION FIRE DISTRIT
EAST CLINTON FIRE DISTRICT
EAST FISHKILL FIRE DISTRICT
EAST FISHKILL PUBLIC LIBRARY DISTRICT
EAST FISHKILL VOLUNTEER FIRE DISTRICT
FAIRVIEW FIRE DISTRICT
FIRE DEPARTMENT
GLENHAM FIRE DISTRICT
GREATER POUGHKEEPSIE LIBRARY DISTRICT
GRINNELL PUBLIC LIBRARY DISTRICT
HILLSIDE FIRE DISTRICT
HOWLAND PUBLIC LIBRARY DISTRICT
HUGHSONVILLE FIRE DISTRICT
HYDE PARK FIRE AND WATER DISTRICT
AMENIA FIRE DISTRICT
ARLINGTON FIRE DISTRICT
BEEKMAN FIRE DISTRICT
BLODGETT MEMORIAL LIBRARY DISTRICT OF FISHKILL
CHELSEA FIRE DISTRICT
DEPT OF BEHAVIORAL AND COMMUNITY HEALTH
DUTCHESS JUNCTION FIRE DISTRIT
EAST CLINTON FIRE DISTRICT
EAST FISHKILL FIRE DISTRICT
EAST FISHKILL PUBLIC LIBRARY DISTRICT
EAST FISHKILL VOLUNTEER FIRE DISTRICT
FAIRVIEW FIRE DISTRICT
FIRE DEPARTMENT
GLENHAM FIRE DISTRICT
GREATER POUGHKEEPSIE LIBRARY DISTRICT
GRINNELL PUBLIC LIBRARY DISTRICT
HILLSIDE FIRE DISTRICT
HOWLAND PUBLIC LIBRARY DISTRICT
HUGHSONVILLE FIRE DISTRICT
HYDE PARK FIRE AND WATER DISTRICT
Special District
38 Active
38
Organizations
ARLINGTON CENTRAL SCH DIST
BEACON CITY SCH DIST
DOVER U F SCH DIST
DOVER UNION FREE SCH DISTRICT
DUTCHESS BOCES
DUTCHESS COMM COLLEGE
HYDE PARK CENTRAL SCH DIST
MILLBROOK CENTRAL SCH DIST
NORTHEAST CENTRAL SCH DIST
PAWLING CENTRAL SCH DIST
PINE PLAINS CENTRAL SCH
POUGHKEEPSIE CITY SCH
RED HOOK CENTRAL SCH DIST
RHINEBECK CENTRAL SCH
SPACKENKILL UNION FREE SCH DIST
WAPPINGER CENTRAL SCH DIST
WAPPINGERS CENTRAL SCHOOL DISTRICT
ARLINGTON CENTRAL SCH DIST
BEACON CITY SCH DIST
DOVER U F SCH DIST
DOVER UNION FREE SCH DISTRICT
DUTCHESS BOCES
DUTCHESS COMM COLLEGE
HYDE PARK CENTRAL SCH DIST
MILLBROOK CENTRAL SCH DIST
NORTHEAST CENTRAL SCH DIST
PAWLING CENTRAL SCH DIST
PINE PLAINS CENTRAL SCH
POUGHKEEPSIE CITY SCH
RED HOOK CENTRAL SCH DIST
RHINEBECK CENTRAL SCH
SPACKENKILL UNION FREE SCH DIST
WAPPINGER CENTRAL SCH DIST
WAPPINGERS CENTRAL SCHOOL DISTRICT
ARLINGTON CENTRAL SCH DIST
BEACON CITY SCH DIST
DOVER U F SCH DIST
DOVER UNION FREE SCH DISTRICT
DUTCHESS BOCES
DUTCHESS COMM COLLEGE
HYDE PARK CENTRAL SCH DIST
MILLBROOK CENTRAL SCH DIST
NORTHEAST CENTRAL SCH DIST
PAWLING CENTRAL SCH DIST
PINE PLAINS CENTRAL SCH
POUGHKEEPSIE CITY SCH
RED HOOK CENTRAL SCH DIST
RHINEBECK CENTRAL SCH
SPACKENKILL UNION FREE SCH DIST
WAPPINGER CENTRAL SCH DIST
WAPPINGERS CENTRAL SCHOOL DISTRICT
School District
17 Active
17
Organizations
110 ROD AND GUN CLUB INC
112 WEST CENTRAL IOWA
119 SCOTT COUNTY INDIANA CHAPTER
13 HANDS EQUINE RESCUE INC
150TH NEW YORK STATE VOLUNTEER INFANTRY REGIMENT HISTORICAL
1701 HERITAGE FUND
17 CHAPTER TRI-COUNTY
1 CHAPTER GREENBRIER VALLEY
280 NEW HACKENSACK ROAD FUND CORP
293 MID HUDSON CHAPTER OF TROUT UNLIMITED
60 WEST ALABAMA CHAPTER
639 MUSIC FOUNDATION
63 WAYNE COUNTY ILLINOIS CHAPTER
7TH AVENUE SOUTH ALLIANCE INC
83 LEE COUNTY CHAPTER
88 CASPER WYOMING CHAPTER
90 MILES THEATRE COMPANY INC
90 NE GEORGIA CHAPTER
911 FSA FOUNDATION INC
97 MAHONING COUNTY YOUNGSTOWN CHAPT
110 ROD AND GUN CLUB INC
112 WEST CENTRAL IOWA
119 SCOTT COUNTY INDIANA CHAPTER
13 HANDS EQUINE RESCUE INC
150TH NEW YORK STATE VOLUNTEER INFANTRY REGIMENT HISTORICAL
1701 HERITAGE FUND
17 CHAPTER TRI-COUNTY
1 CHAPTER GREENBRIER VALLEY
280 NEW HACKENSACK ROAD FUND CORP
293 MID HUDSON CHAPTER OF TROUT UNLIMITED
60 WEST ALABAMA CHAPTER
639 MUSIC FOUNDATION
63 WAYNE COUNTY ILLINOIS CHAPTER
7TH AVENUE SOUTH ALLIANCE INC
83 LEE COUNTY CHAPTER
88 CASPER WYOMING CHAPTER
90 MILES THEATRE COMPANY INC
90 NE GEORGIA CHAPTER
911 FSA FOUNDATION INC
97 MAHONING COUNTY YOUNGSTOWN CHAPT
110 ROD AND GUN CLUB INC
112 WEST CENTRAL IOWA
119 SCOTT COUNTY INDIANA CHAPTER
13 HANDS EQUINE RESCUE INC
150TH NEW YORK STATE VOLUNTEER INFANTRY REGIMENT HISTORICAL
1701 HERITAGE FUND
17 CHAPTER TRI-COUNTY
1 CHAPTER GREENBRIER VALLEY
280 NEW HACKENSACK ROAD FUND CORP
293 MID HUDSON CHAPTER OF TROUT UNLIMITED
60 WEST ALABAMA CHAPTER
639 MUSIC FOUNDATION
63 WAYNE COUNTY ILLINOIS CHAPTER
7TH AVENUE SOUTH ALLIANCE INC
83 LEE COUNTY CHAPTER
88 CASPER WYOMING CHAPTER
90 MILES THEATRE COMPANY INC
90 NE GEORGIA CHAPTER
911 FSA FOUNDATION INC
97 MAHONING COUNTY YOUNGSTOWN CHAPT
Nonprofit Organization
1748 Active
1748
Organizations
Community Partners135 organizations
CITY OF BEACON
Municipal Government·BEACON
CITY OF POUGHKEEPSIE
Municipal Government·POUGHKEEPSIE
COUNTY OF DUTCHESS
Municipal Government·POUGHKEEPSIE
TOWN OF DOVER
Municipal Government·DOVER PLAINS
TOWN OF EAST FISHKILL
Municipal Government·HOPEWELL JUNCTION
TOWN OF NORTH EAST
Municipal Government·MILLERTON
TOWN OF PINE PLAINS
Municipal Government·PINE PLAINS
TOWN OF POUGHKEEPSIE
Municipal Government·POUGHKEEPSIE
TOWN OF WASHINGTON
Municipal Government·MILLBROOK
VILLAGE OF PAWLING
Municipal Government·PAWLING
VILLAGE OF RED HOOK
Municipal Government·RED HOOK
VILLAGE OF TIVOLI
Municipal Government·TIVOLI
VILLAGE OF WAPPINGERS FALLS
Municipal Government·WAPPINGERS FALLS
AMENIA FIRE DISTRICT
Special District·AMENIA
ARLINGTON FIRE DISTRICT
Special District·POUGHKEEPSIE
BEEKMAN FIRE DISTRICT
Special District·POUGHQUAG
CHELSEA FIRE DISTRICT
Special District·CHELSEA
DEPT OF BEHAVIORAL AND COMMUNITY HEALTH
Special District·POUGHKEEPSIE
DUTCHESS JUNCTION FIRE DISTRIT
Special District·BEACON
EAST CLINTON FIRE DISTRICT
Special District·CLINTON CORNERS
EAST FISHKILL VOLUNTEER FIRE DISTRICT
Special District·HOPEWELL JUNCTION
FIRE DEPARTMENT
Special District·POUGHKEEPSIE
GREATER POUGHKEEPSIE LIBRARY DISTRICT
Special District·POUGHKEEPSIE
HILLSIDE FIRE DISTRICT
Special District·RHINEBECK
LA GRANGE FIRE DISTRICT
Special District·POUGHKEEPSIE
MID-HUDSON LIBRARY SYSTEM
Special District·POUGHKEEPSIE
NEW HACKENSACK FIRE DISTRICT
Special District·WAPPINGERS FALLS
NORTH EAST FIRE DISTRICT
Special District·MILLERTON
PAWLING FIRE DISTRICT
Special District·PAWLING
PINE PLAINS FIRE DISTRICT
Special District·PINE PLAINS
PLEASANT VALLEY FIRE DISTRICT
Special District·PLEASANT VALLEY
RHINECLIFF FIRE DISTRICT
Special District·RHINECLIFF
ROMBOUT FIRE DISTRICT
Special District·FISHKILL
STANFORD FIRE DISTRICT
Special District·STANFORDVILLE
UNION VALE FIRE DEPARTMENT
Special District·VERBANK
WASSAIC FIRE DISTRICT
Special District·SHARON
DUTCHESS BOCES
School District·POUGHKEEPSIE
110 ROD AND GUN CLUB INC
Nonprofit Organization·VERBANK
112 WEST CENTRAL IOWA
Nonprofit Organization·Poughkeepsie
119 SCOTT COUNTY INDIANA CHAPTER
Nonprofit Organization·Poughkeepsie
13 HANDS EQUINE RESCUE INC
Nonprofit Organization·CLINTON CORNERS
150TH NEW YORK STATE VOLUNTEER INFANTRY REGIMENT HISTORICAL
Nonprofit Organization·Staatsburg
1701 HERITAGE FUND
Nonprofit Organization·Rhinebeck
17 CHAPTER TRI-COUNTY
Nonprofit Organization·Poughkeepsie
1 CHAPTER GREENBRIER VALLEY
Nonprofit Organization·Poughkeepsie
280 NEW HACKENSACK ROAD FUND CORP
Nonprofit Organization·WAPPINGERS FALLS
293 MID HUDSON CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·POUGHKEEPSIE
60 WEST ALABAMA CHAPTER
Nonprofit Organization·Poughkeepsie
639 MUSIC FOUNDATION
Nonprofit Organization·Rhinebeck
63 WAYNE COUNTY ILLINOIS CHAPTER
Nonprofit Organization·Poughkeepsie
7TH AVENUE SOUTH ALLIANCE INC
Nonprofit Organization·MILLERTON
83 LEE COUNTY CHAPTER
Nonprofit Organization·Poughkeepsie
88 CASPER WYOMING CHAPTER
Nonprofit Organization·Poughkeepsie
90 MILES THEATRE COMPANY INC
Nonprofit Organization·POUGHKEEPSIE
90 NE GEORGIA CHAPTER
Nonprofit Organization·Poughkeepsie
911 FSA FOUNDATION INC
Nonprofit Organization·Pawling
97 MAHONING COUNTY YOUNGSTOWN CHAPT
Nonprofit Organization·Poughkeepsie
AAUP CHAPTER MARIST COLLEGE
Nonprofit Organization·Poughkeepsie
ABC FOUNDATION
Nonprofit Organization·RHINEBECK
ABILITIES FIRST, INC
Nonprofit Organization·WAPPINGERS FALLS
ACADEMY OF ORTON-GILLINGHAM
Nonprofit Organization·AMENIA
ACE MX RIDERS CLUB INC
Nonprofit Organization·Poughkeepsie
A C T - AIDING CHILDREN TOGETHER
Nonprofit Organization·PAWLING
ADELANTE STUDENT VOICES INC
Nonprofit Organization·POUGHKEEPSIE
ADHOCMILLBROOK12545
Nonprofit Organization·millbrook
ADOPT-A-BLOCK POUGHKEEPSIE INC
Nonprofit Organization·Poughkeepsie
AEROPHONE COMMUNITY BAND CORP
Nonprofit Organization·Wappingers Falls
A FAMILY OF FRIENDS INC
Nonprofit Organization·BEACON
AFRIKAN UNIVERSAL FAMILY INC
Nonprofit Organization·POUGHKEEPSIE
AFTER INCARCERATION
Nonprofit Organization·Wappingers Falls
AGELESS LIVING COLLABORATIVE INC
Nonprofit Organization·RHINEBECK
A GIVING HEART INC
Nonprofit Organization·Poughkeepsie
AICHER FAMILY FOUNDATION INC
Nonprofit Organization·RHINEBECK
AIDUKRAINENOW INC
Nonprofit Organization·Wappingers Falls
AKINDALE REHABILITATION & LAND
Nonprofit Organization·PAWLING
AKIN HALL ASSOCIATION
Nonprofit Organization·PAWLING
AKIVA SCHOOL
Nonprofit Organization·Poughkeepsie
A LABOR OF LOVE FOUNDATION
Nonprofit Organization·Lagrangeville
ALAMO AMBULANCE SERVICE INC
Nonprofit Organization·Poughkeepsie
ALBANIAN EXCELLENCE INC
Nonprofit Organization·POUGHKEEPSIE
ALL FOR ONE COMMUNITY OUTREACH INC
Nonprofit Organization·Poughkeepsie
ALL GOOD SUPPLIES
Nonprofit Organization·Rhinebeck
ALL OUR KIDS INC
Nonprofit Organization·Dover Plains
ALPHA KAPPA PSI-INDIANA INC
Nonprofit Organization·Poughkeepsie
ALPHA ZETA OMEGA PHARMACEUTUICAL FRATERNITY
Nonprofit Organization·Poughkeepsie
ALUMNAE AND ALUMNI OF VASSAR
Nonprofit Organization·Poughkeepsie
ALUMNI & FRIENDS OF CAMP RISING SUN INC
Nonprofit Organization·Beacon