Stephen Valentino
Stephen Valentino is a CFP-designated registered investment advisor at Marshall + Sterling Wealth Advisors, INC., based in Poughkeepsie, NY, with 8 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,009 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Marshall+Sterling's annual investment management fee, for clients not in the wrap fee program, varies between 0.50% and 1.80% of the value of your portfolio, charged quarterly in advance. Fees can be higher or lower in extraordinary circumstances. The firm may charge a fee at the higher end of the range for the momentum strategy.
Location
278 Mill Street, Suite 301, Poughkeepsie, NY, 12601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen operates under Marshall & Sterling Wealth Management as a DBA for his LPL business, dedicating full-time hours. He also provides administrative support to Marshall & Sterling Wealth Advisors, an independent investment advisor firm, also full-time. Stephen is also an insurance agent selling non-variable insurance, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Marshall + Sterling Wealth Advisors, INC.
LPL Financial LLCBroker
State Registrations18 states
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