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Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan

TrustMarshall & Sterling Wealth Advisors, Inc.

About Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan is listed as Trust at Marshall & Sterling Wealth Advisors, Inc. in Poughkeepsie, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Marshall & Sterling Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan work?

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan is listed as Trust at Marshall & Sterling Wealth Advisors, Inc. on SEC Form ADV.

How much of Marshall & Sterling Wealth Advisors, Inc. does Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan own?

Form ADV reports a beneficial ownership band of Over 75%.

Marshall & Sterling Wealth Advisors, Inc.

TitleTrust
OwnershipOver 75%
Control personYes
Since1977
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