Marshall & Sterling Wealth Advisors, Inc. Employee Directory

Financial ServicesNew York, United States11-50 Employees

The Marshall+Sterling Wealth Advisors team has more than 100 years of combined experience in the financial industry. Our success stems from our commitment to the Marshall+Sterling Wealth Advisors philosophies. Our vision and core values reflect our commitment to serve our clients.

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

Marshall & Sterling Wealth Advisors, Inc. Global Highlights

North America
14

United States Of America
14

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Marshall & Sterling Wealth Advisors, Inc.'s Leadership

V. C.
President
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%

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 StatesTexas
Oct 20, 2025
C. S.
Portfolio Manager
Mobile Phone
Email
Mar 13, 2025
M. D.
Assistant Financial Planner
Mobile Phone
Email
United StatesNew York
Feb 23, 2026
P. L. M.
Client Service Specialist
Mobile Phone
Email
United States
Oct 25, 2025
L.
Retirement Plan Specialist
Mobile Phone
Email
Oct 18, 2024
S. T.
Client Service Specialist
Mobile Phone
Email
United StatesNew York
Oct 17, 2024

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.
Senior Advisor And Managing Director: K. R. M.
Portfolio Manager: C. S.
Assistant Financial Planner: M. D.
Client Service Specialist: P. L. M.

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.