Agostino Pugliese, financial advisor Hunt Valley MD
93 score

Agostino Pugliese

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Agostino A. Pugliese
Phone Number: (410) 563-1044
Registered State(s):
  • FL
  • PA
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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