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.
| Title | Trustee |
| Ownership | 25-50% |
| Control person | No |
| Since | 2023 |