Stephen Anthony Valentino

Current Employers

Employment History

• 12/2017 → Present
  Lpl Financial Llc
  Poughkeepsie, NY
• 08/2017 → 11/2017
  Dsl Financial Services
  Poughkeepsie, NY
• 08/2017 → 10/2017
  Merck Cpa's And Consultants
  Kingston, NY
• 06/2015 → 12/2017
  Lowe's
  Highland, NY
• 12/2017 → 10/2018
  Marshall & Sterling Wealth Advisors
  Poughkeepsie, NY
• 09/2018 → Present
  Marshall & Sterling Wealth Advisors, Inc.
  Poughkeepsie, NY

Other Businesses

1) 03/05/2018 - Marshall & Sterling Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/2018 - 160 hr/mth. 2) 10/9/2018 - Marshall & Sterling Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 02/28/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Marshall & Sterling Wealth Advisors, an independent investment advisor firm. I started this business activity in 02/2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 11/19/2018 - Marshall & Sterling - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 07/06/2018 - 20 Hours Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-21

Designations

Other Names

• Stephen Anthony Valentino