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.
| Title | Trust |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 1977 |