Joseph
Quinn
Marshall & Sterling Wealth Advisors, Inc
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About this Advisor
Joseph Quinn is a financial advisor working in Poughkeepsie, New York with a total of 2 years of relevant experience. Quinn works at Marshall & Sterling Wealth Advisors, Inc. Over the course of their career, Quinn has held roles at Prime Capital Services, Inc, Ackerman Quinn Financial Services, LLC, Asset & Financial Planning, National Securities Corporation, Lpl Financial, LLC, Marshall & Sterling Wealth Advisors, Inc and National Asset Management, Inc. Quinn holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to advise clients in Florida and New York. Marshall & Sterling Wealth Advisors, Inc is a business operating out of Poughkeepsie, NY. The firm has offices in two locations and a total of 14 advisors. It oversees $423 million in assets across its 1,244 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm advises six charities and foundations. Of its 1,244 client accounts, just 6% are held by high-net-worth clients who have more than $1 million in assets available to invest. Marshall & Sterling Wealth Advisors, Inc provides 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. Financial advisory fee schedules vary depending on which services the firm provides the client. However, fee types charged by Marshall & Sterling Wealth Advisors, Inc can be comprised of any combination of 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
Joseph Quinn Work History
Joseph has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Marshall & Sterling Wealth Advisors, Inc
National Asset Management, Inc
National Securities Corporation
Ackerman Quinn Financial Services, LLC
Asset & Financial Planning
Prime Capital Services, Inc
*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 Joseph Quinn 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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