Jesse
Uttendorfer
Marshall & Sterling Wealth Advisors, Inc
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About this Advisor
Jesse Uttendorfer is a financial advisor working out of Kingston, New York who has 2 years of industry experience. Uttendorfer currently works for Marshall & Sterling Wealth Advisors, Inc. Over the course of their career, Uttendorfer has held roles at Axa Advisors, LLC, Kitu Life, Inc, New Jersey Institute Of Technology, N/A, Marshall & Sterling Wealth Advisors, Lpl Financial, LLC and Marshall & Sterling Wealth Advisors, Inc. Uttendorfer holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York. Marshall & Sterling Wealth Advisors, Inc is a financial advisory business based in Poughkeepsie, NY. The company has offices in two locations and a total of 14 employees. It handles $423 million in assets across its 1,244 customer accounts, placing it among the bigger firms in the country by assets under management. The firm advises six charitable organizations. Of its 1,244 client accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets. The business offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors usually vary depending on the financial services. However, fees charged by Marshall & Sterling Wealth Advisors, Inc most likely include 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
Jesse Uttendorfer Work History
Jesse has been registered as a financial advisor for 2 years.*
Marshall & Sterling Wealth Advisors, Inc
Lpl Financial, LLC
Kitu Life, Inc
Marshall & Sterling Wealth Advisors
Axa Advisors, LLC
New Jersey Institute Of Technology
N/A
*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 Jesse Uttendorfer 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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