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Agostino Anthony Pugliese

THE MARSHALL FINANCIAL GROUP LLC·HUNT VALLEY, Maryland
Unclaimed Profile
225 SCHILLING CIRCLE, HUNT VALLEY, MD 21031CRD# 5624255Firm CRD# 146362
01

About

Agostino Anthony Pugliese is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with THE MARSHALL FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
THE MARSHALL FINANCIAL GROUP LLC
THE MARSHALL FINANCIAL GROUP LLC
AUM
$469M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at THE MARSHALL FINANCIAL GROUP LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5624255
Firm CRD# 146362
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in HUNT VALLEY
Donald Bruce Hebb — ABS CAPITAL PARTNERS, INC.Calbraith Rodgers Wheaton — ABS CAPITAL PARTNERS, INC.Ivan Richard Junk — THE JUNK INVESTMENT GROUP, LLCCassandra Gene Junk — THE JUNK INVESTMENT GROUP, LLCGregory Robert Britton — CONNECTUS WEALTH, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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