Agostino
Pugliese
The Marshall Financial Group LLC
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About this Advisor
Agostino Pugliese is a financial advisor working out of Cockeysville, Maryland who has 8 years of relevant experience. Pugliese is an advisor for The Marshall Financial Group LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Baltimore-Washington Financial Advisors, Inc, Securities Service Network, Inc, The Marshal Financial Group LLC, Ssn Advisory, Inc and Purshe Kaplan Sterling Investments - Ap. Pugliese maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Maryland. The Marshall Financial Group LLC is a registered investment business based out of Cockeysville, MD. It has $381 million in assets under management among its 1,628 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm serves six charitable organizations. Of its 1,628 customer accounts, just 14% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically are based on which services the firm provides the client. However, fees charged by The Marshall Financial Group LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Marshall Financial Group LLC Brokerage Details
$380,682,636
7
1,628
$233,835
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Agostino Pugliese Work History
Agostino has been registered as a financial advisor for 8 years.*
Purshe Kaplan Sterling Investments - Ap
The Marshal Financial Group LLC
Ssn Advisory, Inc
Baltimore-Washington Financial Advisors, Inc
Securities Service Network, Inc
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Agostino Pugliese to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Marshall Financial Group LLC
Cockeysville, MD
Wausau, WI
Cockeysville, MD
Cockeysville, MD
Cockeysville, MD
Cockeysville, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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