Michael
Ryan
Marshall & Sterling Wealth Advisors, Inc
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About this Advisor
Michael Ryan is a certified financial planner operating in Kingston, New York who has 2 years of relevant experience. Ryan is an employee of Marshall & Sterling Wealth Advisors, Inc. Over the course of their career, they have held roles at Marshall & Sterling Wealth Advisors, Inc, Valley Group, Inc, Metlife, Tower Square Securities, Inc, Cetera Advisor Networks LLC and Lpl Financial LLC. Ryan maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Marshall & Sterling Wealth Advisors, Inc is a registered investment firm operating out of Poughkeepsie, NY. The company has offices in two locations and a total of 14 advisors. It has $423 million in assets between its 1,244 accounts, placing it among the larger firms in the nation by assets under management. The firm provides services to six charitable organizations. Of its 1,244 accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services largely vary depending on the financial services offered. Fee types billed by Marshall & Sterling Wealth Advisors, Inc most likely consist 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
Michael Ryan Work History
Michael has been registered as a financial advisor for 2 years.*
Marshall & Sterling Wealth Advisors, Inc
Lpl Financial LLC
Cetera Advisor Networks LLC
Tower Square Securities, Inc
Metlife
Valley Group, 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 Michael Ryan 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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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.
