Jesse
Uttendorfer

Marshall & Sterling Wealth Advisors, Inc

CRD#6903326
Investment Advisor
in Kingston, NY

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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

Series 66

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

407 Hurley Avenue
Kingston, NY 12401

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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

Jesse Uttendorfer Work History

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

2020 - Present (4 years)

Marshall & Sterling Wealth Advisors, Inc

2018 - Present (6 years)

Lpl Financial, LLC

2018 - 2022 (4 years)

Kitu Life, Inc

2018 - 2020 (2 years)

Marshall & Sterling Wealth Advisors

2017 - 2018 (1 year)

Axa Advisors, LLC

2013 - 2018 (5 years)

New Jersey Institute Of Technology

1995 - 2013 (18 years)

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

Craig Pesce
Poughkeepsie, NY
Kelsey Ponesse
Poughkeepsie, NY
Stephen Valentino
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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