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Agostino Anthony Pugliese

THE Marshall Financial Group LLC

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About Agostino Anthony Pugliese

Agostino Pugliese is an investment advisor representative at The Marshall Financial Group LLC, a registered investment advisor. Agostino has been in the financial services industry since 2009. He holds FINRA Series 7 and 31 securities licenses, as well as the Series 66 uniform securities law exam. Agostino has experience working with a variety of clients, including high-net-worth individuals, corporations, insurance companies, and pension and profit-sharing plans. He specializes in providing portfolio management services for individuals and businesses. Agostino is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Agostino Pugliese is currently registered with THE Marshall Financial Group LLC. THE Marshall Financial Group LLC is a registered investment advisor based in HUNT VALLEY, MD. The firm manages approximately $593,043,749 in assets for 2,449 clients, including individuals, corporations, and other institutions. They offer portfolio management services for individuals and businesses. The firm has 9 investment advisor representatives and 4 licensed agents.
THE Marshall Financial Group LLC

225 SCHILLING CIRCLE

HUNT VALLEY, MD 21031

$593.04M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Agostino Pugliese’s Registration & Firm History

MD

04/20/2023 - Present

THE Marshall Financial Group LLC (Hunt Valley MD)

MD

09/29/2015 - 08/14/2020

SECURITIES SERVICE NETWORK, LLC (HUNT VALLEY MD)

DC

09/07/2010 - 02/04/2015

WELLS FARGO ADVISORS, LLC (WASHINGTON DC)

NJ

06/15/2009 - 01/15/2010

PARK AVENUE SECURITIES LLC (CRANFORD NJ)

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Licenses & Designations

BOTH

Issued 01/19/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2013

Series 31 - Futures Managed Funds Examination

BC

Issued 06/12/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Agostino Anthony Pugliese.
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