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Andrew John Hasz

THE Marshall Financial Group LLC

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About Andrew John Hasz

Andrew John Hasz is a registered investment advisor representative with The Marshall Financial Group LLC, located in Hunt Valley, MD. Andrew John Hasz is also licensed to provide investment advice in Texas. Andrew John Hasz has been in the financial industry for at least five years. Prior to joining The Marshall Financial Group LLC, Andrew John Hasz was a registered representative for Purshe Kaplan Sterling Investments. Andrew John Hasz has passed the Uniform Combined State Law Examination, Securities Industry Essentials Examination, and the General Securities Representative Examination. Andrew John Hasz has a background in financial planning and portfolio management for businesses and individuals.

Firm Information

Andrew Hasz 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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Andrew Hasz’s Registration & Firm History

MD

12/17/2021 - Present

THE Marshall Financial Group LLC (HUNT VALLEY MD)

MD

12/09/2021 - 12/31/2022

PURSHE KAPLAN STERLING INVESTMENTS (Hunt Valley MD)

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Licenses & Designations

BOTH

Issued 09/29/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/09/2021

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2021

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew John Hasz.
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