Unclaimed Profile

Peter Andrew Marshall

THE MARSHALL FINANCIAL GROUP LLC·HUNT VALLEY, Maryland

SIE, Series 6, Series 7, Series 24, Series 66Clean record20 years registeredTHE MARSHALL FINANCIAL GROUP LLC

225 SCHILLING CIRCLE, HUNT VALLEY, MD 21031CRD# 4165191Firm CRD# 146362

Profile Verification

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

Identity

Peter Andrew Marshall · HUNT VALLEY, MD

Registration

CRD #4165191 · THE MARSHALL FINANCIAL GROUP LLC · 20 years registered

Brand Profile

Not yet started

Career History

THE MARSHALL FINANCIAL GROUP LLC

May 2008 – present

AMERICAN FINANCIAL MANAGEMENT, LTD.

Sep 2022 – Jan 2024

OWINGS MILLS, MD

SSN ADVISORY, INC.

Mar 2018 – Aug 2020

HUNT VALLEY, MD

SSN ADVISORY, INC.

Dec 2005 – Jul 2008

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 66

Registration record

First registered · December 15, 2005

Years registered · 20

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 Peter Andrew Marshall offer?

Peter Andrew Marshall specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HUNT VALLEY, Maryland for a consultation.

What are Peter Andrew Marshall's credentials?

Peter Andrew Marshall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Andrew Marshall located?

Peter Andrew Marshall 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 Peter Andrew Marshall charge for services?

Peter Andrew Marshall'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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