Dean A Lysenko

Employer firm

Marshall + Sterling Wealth Advisors, Inc. CRD 164345

$1.59B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → Present
  Marshall & Sterling Wealth Advisors, Inc.
  Poughkeepsie, NY
• 11/2004 → 12/2016
  The Orvis Company
  Millbrook, NY

Other Businesses

Name: Insurance, Investment Related: No, Address: Same address, Nature: Business, Position: Agent, Title: Agent, Start Date: 12/23/2016, Number of Hours: Approximately 10 hours a month during market hours, Duties: Insurance Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-16