Craig
Pesce
Marshall & Sterling Wealth Advisors, Inc
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About this Advisor
Craig Pesce is a certified financial planner operating out of Poughkeepsie, New York who has 5 years of relevant experience. Pesce is an advisor for Marshall & Sterling Wealth Advisors, Inc. Over the course of their career, they have held roles at Lpl Financial, LLC and Marshall & Sterling Wealth Advisors, Inc. Pesce maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in New York and Texas. Marshall & Sterling Wealth Advisors, Inc is an advisory business based in Poughkeepsie, NY. The investment advisory business has offices in two locations and a total of 14 financial advisors. It handles $423 million in assets across its 1,244 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm advises six charities and foundations. Of its 1,244 customer accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Marshall & Sterling Wealth Advisors, Inc performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules typically are based on the services. Fees charged by Marshall & Sterling Wealth Advisors, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marshall & Sterling Wealth Advisors, Inc Brokerage Details
$422,467,499
14
1,244
$339,604
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Craig Pesce Work History
Craig has been registered as a financial advisor for 5 years.*
Lpl Financial, LLC
Marshall & Sterling Wealth Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Pesce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Marshall & Sterling Wealth Advisors, Inc
Poughkeepsie, NY
Poughkeepsie, NY
Poughkeepsie, NY
Poughkeepsie, NY
Poughkeepsie, NY
Kingston, NY
Poughkeepsie, NY
Kingston, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
