Agostino PuglieseCRD Number: 5624255
Current Firm: The Marshall Financial Group LLC
Agostino Pugliese (CRD# 5624255) is an Investment Advisor Representative working at The Marshall Financial Group LLC in Hunt Valley, MD and has over 7 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Oxford Planning Group, LLC
|The Marshal Financial Group LLC||Hunt Valley, MD||Sep 2015 - Current||2|
|Securities Service Network, Inc.||Hunt Valley, MD||Sep 2015 - Current||2|
|Baltimore-washington Financial Advisors, Inc.||Columbia, MD||Feb 2015 - Sep 2015||< 1|
|Wells Fargo Advisors LLC||Baltimore, MD||Sep 2010 - Feb 2015||4|
|Aerotek Inc.||Hanover, MD||Jan 2010 - Aug 2010||< 1|
|Park Avenue Securities||Cranford, NJ||Dec 2008 - Jan 2010||1|
|Guardian Life Insurance Company Of America||Cranford, NJ||Oct 2008 - Jan 2010||1|
|Unemployed||Matawan, NJ||Sep 2008 - Dec 2008||< 1|
|Citicapital||Matawan, NJ||Jul 2008 - Sep 2008||< 1|
|Unemployed||Matawan, NJ||May 2008 - Jul 2008||< 1|
|Aka Enterprises||Morgantown, WV||Oct 2004 - May 2008||3|
|West Virginia University||Morgantown, WV||Aug 2002 - May 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management46MILLIONS
Total Number of Accounts253ACCOUNTS
Average Account Value$182,939
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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