Dean Lysenko
Dean Lysenko is a registered investment advisor at Marshall + Sterling Wealth Advisors, INC., based in Poughkeepsie, NY, with 9 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 902 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Annual investment management fees generally vary between 0.50% and 1.80% based on asset value and services. Fees are negotiable and can be higher for extraordinary circumstances or specialized strategies.
Fee Estimator
Location
278 Mill Street, Suite 301, Poughkeepsie, NY, 12601
Get directionsHistory
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
Dean works as an insurance agent since 2016, dedicating a few hours per week to insurance sales. This activity is not investment-related.
Employment History
Current Registrations
Marshall + Sterling Wealth Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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