Unclaimed Profile

Agostino Anthony Pugliese

THE MARSHALL FINANCIAL GROUP LLC·HUNT VALLEY, Maryland

SIE, Series 7, Series 31, Series 66Clean record15 years registeredTHE MARSHALL FINANCIAL GROUP LLC

225 SCHILLING CIRCLE, HUNT VALLEY, MD 21031CRD# 5624255Firm CRD# 146362

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Agostino Anthony Pugliese · HUNT VALLEY, MD

Registration

CRD #5624255 · THE MARSHALL FINANCIAL GROUP LLC · 15 years registered

Brand Profile

Not yet started

Career History

THE MARSHALL FINANCIAL GROUP LLC

Oct 2015 – present

SSN ADVISORY, INC.

Mar 2018 – Aug 2020

Hunt Valley, MD

SSN ADVISORY, INC.

Jan 2016 – Jun 2016

Dansville, NY

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

Feb 2015 – Sep 2015

COLUMBIA, MD

WELLS FARGO ADVISORS, LLC

Jan 2011 – Feb 2015

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · January 20, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE MARSHALL FINANCIAL GROUP LLC

CRD 146362 · SEC 801-117820

AUM

$469M

Regulatory assets under management

Employees

1,878 client accounts

Services offered by THE MARSHALL FINANCIAL GROUP LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at THE MARSHALL FINANCIAL GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Agostino Anthony Pugliese offer?

Agostino Anthony Pugliese specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HUNT VALLEY, Maryland for a consultation.

What are Agostino Anthony Pugliese's credentials?

Agostino Anthony Pugliese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Agostino Anthony Pugliese located?

Agostino Anthony Pugliese is based in HUNT VALLEY, Maryland, working with THE MARSHALL FINANCIAL GROUP LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.

How does Agostino Anthony Pugliese charge for services?

Agostino Anthony Pugliese's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE MARSHALL FINANCIAL GROUP LLC?

THE MARSHALL FINANCIAL GROUP LLC has approximately 18 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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