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MARSHALL & STERLING WEALTH ADVISORS, INC.

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Company Details

Name: MARSHALL & STERLING WEALTH ADVISORS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 11 Mar 1993 (32 years ago)
Entity Number: 1709380
ZIP code: 12601
County: Dutchess
Place of Formation: New York
Address: 278 Mill Street, Ste 301, POUGHKEEPSIE, NY, United States, 12601

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Chief Executive Officer

Name Role Address
CRAIG PESCE Chief Executive Officer 278 MILL STREET, STE 301, POUGHKEEPSIE, NY, United States, 12601

DOS Process Agent

Name Role Address
MARSHALL & STERLING WEALTH ADVISORS, INC. DOS Process Agent 278 Mill Street, Ste 301, POUGHKEEPSIE, NY, United States, 12601

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0002056315
Phone:
(845) 554-1046

Latest Filings

Form type:
13F-HR
File number:
028-25269
Filing date:
2025-05-15
File:
Form type:
13F-HR
File number:
028-25269
Filing date:
2025-02-14
File:

History

Start date End date Type Value
2025-03-06 2025-03-06 Address 110 MAIN ST, POUGHKEEPSIE, NY, 12601, USA (Type of address: Chief Executive Officer)
2025-03-06 2025-03-06 Address 278 MILL STREET, STE 301, POUGHKEEPSIE, NY, 12601, USA (Type of address: Chief Executive Officer)
2023-03-08 2023-03-08 Address 110 MAIN ST, POUGHKEEPSIE, NY, 12601, USA (Type of address: Chief Executive Officer)
2023-03-08 2025-03-06 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2023-03-08 2025-03-06 Address 110 MAIN ST, POUGHKEEPSIE, NY, 12601, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
250306001767 2025-03-06 BIENNIAL STATEMENT 2025-03-06
230308000185 2023-03-08 BIENNIAL STATEMENT 2023-03-01
210303061147 2021-03-03 BIENNIAL STATEMENT 2021-03-01
170321006033 2017-03-21 BIENNIAL STATEMENT 2017-03-01
150317006140 2015-03-17 BIENNIAL STATEMENT 2015-03-01

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Date of last update: 15 Mar 2025

Sources: New York Secretary of State