Nicole Elizabeth Keppel
Vice PresidentMarshall + Sterling Wealth Advisors, Inc.CRD 5111852
About Nicole Elizabeth Keppel
Nicole Elizabeth Keppel is listed as Vice President at Marshall + Sterling Wealth Advisors, Inc. in Poughkeepsie, NY. Form ADV reports a beneficial ownership band of Under 5%. Nicole Elizabeth Keppel is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Marshall + Sterling Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Nicole Elizabeth Keppel work?
Nicole Elizabeth Keppel is listed as Vice President at Marshall + Sterling Wealth Advisors, Inc. on SEC Form ADV.
How much of Marshall + Sterling Wealth Advisors, Inc. does Nicole Elizabeth Keppel own?
Form ADV reports a beneficial ownership band of Under 5%.
Marshall + Sterling Wealth Advisors, Inc.
| Title | Vice President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Marshall + Sterling Wealth Advisors, Inc.
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2024 |