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Marshall & Sterling Wealth Advisors, Inc. logo

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.

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

Marshall & Sterling Wealth Advisors, Inc. Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Marshall & Sterling Wealth Advisors, Inc.'s Leadership

  • Stylized image of a person
    C. S.
    Portfolio Manager
    Mobile Phone

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
Location
Last Update
  • Stylized image of a person
    C. S.
    Portfolio Manager
    Mobile Phone
    Mar 13, 2025

Frequently Asked Questions

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

Minus sign iconPlus sign iconMarshall & Sterling Wealth Advisors, Inc. operates in the Financial Services industry. 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?

Minus sign iconPlus sign iconMarshall & 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?

Minus sign iconPlus sign iconMarshall & Sterling Wealth Advisors, Inc. has approximately 11 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

  • Portfolio Manager: C. S.

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