The Marshall Financial Group LLC

The Marshall Financial Group LLC (CRD# 146362) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $468,675,437 in 1,878 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
225 Schilling Circle, Suite 295, Hunt Valley, MD 21031
https://www.facebook.com/the-marshall-financial-group-196468177053439/
By the Numbers
  • Total Assets Under Management
    469
    MILLION
  • Total Number of Accounts
    1,878
    ACCOUNTS
  • Average Account Value
    $249,561
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DE, FL, GA, LA, MA, MD, MN, NC, NH, NJ, NY, PA, SC, TX, VA, WI

Financial Advisors at The Marshall Financial Group LLC
Showing 1 - 7 of 7 top financial advisors.
1
Peter Marshall, financial advisor Hunt Valley MD
Peter A. Marshall
CRD#: 4165191
225 International Circle, Suite 102, Hunt Valley, MD 21030

Peter Marshall (CRD# 4165191) is an Investment Advisor Representative working at The Marshall Financial Group LLC in Hunt Valley, MD and has over 18 years of experience in the finance industry.

2
Sheryl Parks, financial advisor Hunt Valley MD
Sheryl D. Parks
CRD#: 1227092
225 International Circle, Suite 102, Hunt Valley, MD 21030

Sheryl Parks (CRD# 1227092) is an Investment Advisor Representative working at The Marshall Financial Group LLC in Hunt Valley, MD and has over 8 years of experience in the finance industry.

3
Agostino Pugliese, financial advisor Hunt Valley MD
Agostino A. Pugliese
CRD#: 5624255
225 International Circle, Suite 102, Hunt Valley, MD 21030

Agostino Pugliese (CRD# 5624255) is an Investment Advisor Representative working at The Marshall Financial Group LLC in Hunt Valley, MD and has over 13 years of experience in the finance industry.

4
John Armstrong, financial advisor Hunt Valley MD
John R. Armstrong
CRD#: 5535651
225 Schilling Circle, Suite 295, Hunt Valley, MD 21031

John Armstrong (CRD# 5535651) is an Investment Advisor Representative working at The Marshall Financial Group LLC in Hunt Valley, MD and has over 15 years of experience in the finance industry.

5
Andrew Hasz, financial advisor Hunt Valley MD
Andrew J. Hasz
CRD#: 7423785
225 Schilling Circle, Suite 295, Hunt Valley, MD 21031

Andrew Hasz (CRD# 7423785) is an Investment Advisor Representative working at The Marshall Financial Group LLC in Hunt Valley, MD and has over 2 years of experience in the finance industry.

6
Thomas McAndrew, financial advisor Hunt Valley MD
Thomas McAndrew
CRD#: 6039938
225 Schilling Circle, Suite 295, Hunt Valley, MD 21031

Thomas McAndrew (CRD# 6039938) is an Investment Advisor Representative working at The Marshall Financial Group LLC in Hunt Valley, MD and has over 2 years of experience in the finance industry.

7
Kyle Venditti, financial advisor Hunt Valley MD
Kyle T. Venditti
CRD#: 7076969
225 Schilling Circle, Suite 295, Hunt Valley, MD 21031

Kyle Venditti (CRD# 7076969) is an Investment Advisor Representative working at The Marshall Financial Group LLC in Hunt Valley, MD and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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