278 Mill Street, Suite 301, Poughkeepsie, NY, 12601
Get directionsNo 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 →Kelsey operates under Marshall & Sterling Wealth Management as a DBA for her LPL business. She is also an IAR with Marshall & Sterling Wealth Advisors, Inc., dedicating full-time hours to providing investment advisory services. Additionally, Kelsey is an insurance agent with Marshall & Sterling Insurance, spending about 10-20% of her time on this activity.