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 operating in Poughkeepsie, New York with 2 years of relevant experience. Lysenko is currently employed by Marshall & Sterling Wealth Advisors, Inc. During their career, the advisor has held roles at Marshall & Sterling Wealth Advisors, Inc and The Orvis Company. Lysenko has a Series 65 license, designating them as an investment advisor representative, and is approved to operate in New York. Marshall & Sterling Wealth Advisors, Inc is a financial advisory business based in Poughkeepsie, NY. The firm has offices in two locations and a total of 14 people on staff. It oversees $423 million in assets under management between its 1,244 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 1,244 accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management typically depend on which services the firm provides the client. Fee types billed by Marshall & Sterling Wealth Advisors, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

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

$422,467,499

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

14

NY Average: 88
Total Number of Accounts

1,244

NY Average: 3,892
Average Account Size

$339,604

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

Dean has been registered as a financial advisor for 2 years.*

2013 - Present (11 years)

Marshall & Sterling Wealth Advisors, Inc

2004 - 2016 (12 years)

The Orvis Company

*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 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

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

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