What departments does Marshall & Sterling Wealth Advisors, Inc. have?

Marshall & Sterling Wealth Advisors, Inc. has employees across 1 departments including Finance.

What is the largest department at Marshall & Sterling Wealth Advisors, Inc.?

The largest department at Marshall & Sterling Wealth Advisors, Inc. is Finance with 1 employees.

Where are Marshall & Sterling Wealth Advisors, Inc. employees located globally?

Marshall & Sterling Wealth Advisors, Inc. has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Marshall & Sterling Wealth Advisors, Inc.'s team size changed over time?

Marshall & Sterling Wealth Advisors, Inc.'s team has decreased from approximately 7 to 1 employees based on available data.

Marshall & Sterling Wealth Advisors, Inc. Employee Directory

Financial ServicesNew York, United States11-50 Employees

Marshall & Sterling Wealth Advisors, Inc. is a wealth advisory firm in the financial services industry, based in Poughkeepsie, New York. The team combines more than a century of collective experience in finance, grounding its practice in defined philosophies and core values. The organization operates as a small to midsize professional firm.

Its emphasis appears to be on delivering client service in line with its guiding principles. The overview situates the company within the wealth management segment of financial services, highlighting a long-standing, principle-driven approach.

Marshall & Sterling Wealth Advisors, Inc. Global Highlights

North America
15

United States Of America
15

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Marshall & Sterling Wealth Advisors, Inc.'s Leadership

V. C.
President
Mobile Phone
Email
B. M.
Founder & Profit Acceleration Strategist
Mobile Phone
Email
K. R. M.
Senior Advisor And Managing Director
Mobile Phone
Email
C. S.
Portfolio Manager
Mobile Phone
Email
M. D.
Assistant Financial Planner
Mobile Phone
Email
P. L. M.
Client Service Specialist
Mobile Phone
Email
L.
Retirement Plan Specialist
Mobile Phone
Email
S. T.
Client Service Specialist
Mobile Phone
Email

Marshall & Sterling Wealth Advisors, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Marshall & Sterling Wealth Advisors, Inc.

Name

Title

Contact Info

Location

Last Update

V. C.
President
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
K. R. M.
Senior Advisor And Managing Director
Mobile Phone
Email
United StatesGeorgia
Apr 16, 2026
C. S.
Portfolio Manager
Mobile Phone
Email
Mar 13, 2025
M. D.
Assistant Financial Planner
Mobile Phone
Email
United StatesNew York
Jun 30, 2026
P. L. M.
Client Service Specialist
Mobile Phone
Email
United States
Jun 25, 2026
L.
Retirement Plan Specialist
Mobile Phone
Email
Oct 18, 2024
S. T.
Client Service Specialist
Mobile Phone
Email
United StatesNew York
Oct 17, 2024
B. M.
Founder & Profit Acceleration Strategist
Mobile Phone
Email
United StatesVirginia
Mar 24, 2026

Frequently Asked Questions

What is Marshall & Sterling Wealth Advisors, Inc. known for?

Marshall & Sterling Wealth Advisors, Inc. operates in the Financial Services industry. The company's main headquarters is located in 110 Main Street Poughkeepsie, New York 12601 United States. Explore Marshall & Sterling Wealth Advisors, Inc.'s company overview page for more information.

What is Marshall & Sterling Wealth Advisors, Inc.'s most common email format?

Marshall & Sterling Wealth Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Marshall & Sterling Wealth Advisors, Inc. email formats with LeadIQ.

How many employees does Marshall & Sterling Wealth Advisors, Inc. have currently?

Marshall & Sterling Wealth Advisors, Inc. has approximately 11 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Marshall & Sterling Wealth Advisors, Inc.'s key employees and leadership?

As of February 2026, Marshall & Sterling Wealth Advisors, Inc.'s key employees include:

President: V. C.
Founder & Profit Acceleration Strategist: B. M.
Senior Advisor And Managing Director: K. R. M.
Portfolio Manager: C. S.
Assistant Financial Planner: M. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Marshall & Sterling Wealth Advisors, Inc. Employee Directory

Find Marshall & Sterling Wealth Advisors, Inc. employees' phone numbers or email addresses

Name search is limited — try advanced search instead