Advisor at The Marshall Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Marshall Financial Group LLC
Location
Hunt Valley, MD 21031
Credentials
Series 66
Industry experience
16 years
Agostino Pugliese is a financial advisor at The Marshall Financial Group LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, SSN Advisory, Inc., and Securities Service Network, Inc. Pugliese occasionally provides advice related to fixed insurance as part of his professional activities. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm manages roughly $593 million in advisory assets and offers services including fee-based asset management, retirement and estate planning, and education planning, using individualized portfolios based on client risk tolerance and objectives.
Based on The Marshall Financial Group LLC
Commissions earned by registered representatives for executing trades and mutual fund sales; includes trailing commissions from some mutual funds
Minimum fee: Minimum annual fee not to exceed $5,000; clients may pay difference if assets under management generate less than minimum
225 Schilling Circle, Suite 295
Hunt Valley, MD 21031
Maryland · Texas
Purshe Kaplan Sterling Investments - AP
2020 - Present (6 years)
SSN Advisory, Inc.
2018 - 2020 (2 years)
The Marshal Financial Group LLC
2015 - Present (11 years)
Securities Service Network, Inc.
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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