PPrivate Fund Data Log in Join · $37/mo

Frank J Smith

TrusteeMarshall & Sterling Wealth Advisors, Inc.CRD 7721097

About Frank J Smith

Frank J Smith is listed as Trustee at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Marshall & Sterling Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Frank J Smith work?

Frank J Smith is listed as Trustee at Marshall & Sterling Wealth Advisors, Inc. on SEC Form ADV.

How much of Marshall & Sterling Wealth Advisors, Inc. does Frank J Smith own?

Form ADV reports a beneficial ownership band of 25-50%.

Marshall & Sterling Wealth Advisors, Inc.

TitleTrustee
Ownership25-50%
Control personNo
Since2023