Dean
Lysenko
Marshall & Sterling Wealth Advisors, Inc
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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
Services Offered
Fee Structure
Office Location
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Marshall & Sterling Wealth Advisors, Inc Brokerage Details
$663,902,233
13
1,484
$447,373
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
Marshall & Sterling Wealth Advisors, Inc
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
Kingston, NY
Poughkeepsie, NY
Poughkeepsie, NY
Poughkeepsie, NY
Poughkeepsie, NY
Poughkeepsie, NY
Poughkeepsie, NY
Kingston, NY
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