This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MARSHALL + STERLING WEALTH ADVISORS, INC.

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2008earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S66

First exam

Mar 22, 2010

First registration

May 12, 2010

Dual registered

yes, broker-dealer

Other names

CHINTAN H SHUKLA

IAPD individual key

5606855

Graph

RIA / Wealth Management

Canonical id

dfx:ria:600c0c8e-13eb-45a4-b09e-3eae31126a58

First observed

May 12, 2010

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.