Dean
Lysenko

Marshall & Sterling Wealth Advisors, Inc

CRD#6454359
Investment Advisor
in Poughkeepsie, NY

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About this Advisor

Dean Lysenko is a financial advisor based in Poughkeepsie, New York, working with Marshall & Sterling Wealth Advisors, Inc. Dean has previously held positions at Marshall & Sterling Wealth Advisors, Inc and The Orvis Company. Dean has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Dean is part of Marshall & Sterling Wealth Advisors, Inc, which operates out of Poughkeepsie, New York. The firm has 2 offices and 13 employees. The firm manages assets totaling $663.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Marshall & Sterling Wealth Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

110 Main Street
Poughkeepsie, NY 12601

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Marshall & Sterling Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$663,902,233

NY Average: $7,464,549,021
Total Number of Employees

13

NY Average: 88
Total Number of Accounts

1,484

NY Average: 3,892
Average Account Size

$447,373

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Dean Lysenko Work History

2013 - Present (11 years)

Marshall & Sterling Wealth Advisors, Inc

2004 - 2016 (12 years)

The Orvis Company

Disclosures

Please visit the SEC profile of Dean Lysenko 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

Jesse Uttendorfer
Kingston, NY
Craig Pesce
Poughkeepsie, NY
Kelsey Ponesse
Poughkeepsie, NY
Stephen Valentino
Poughkeepsie, NY
Chintan Shukla
Poughkeepsie, NY
Dean Lysenko
Poughkeepsie, NY
Joseph Quinn
Poughkeepsie, NY
Michael Ryan
Kingston, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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