Andrew
Hasz

The Marshall Financial Group LLC

CRD#7423785
Investment Advisor
in Hunt Valley, MD

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About this Advisor

Andrew Hasz is a financial advisor based in Hunt Valley, Maryland, working with The Marshall Financial Group LLC. Andrew has previously held positions at Purshe Kaplan Sterling Investments, Marshall Financial Group, Lindenwood University, Impaq International LLC, and The Marshall Financial Group LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Andrew is part of The Marshall Financial Group LLC, which operates out of Hunt Valley, Maryland. The firm has one office and 13 employees. The firm manages assets totaling $468.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at The Marshall Financial Group LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

225 Schilling Circle Suite 295
Hunt Valley, MD 21031

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The Marshall Financial Group LLC Brokerage Details

Total Assets Under Management

$468,675,437

MD Average: $6,889,882,315
Total Number of Employees

13

MD Average: 45
Total Number of Accounts

1,878

MD Average: 765
Average Account Size

$249,561

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Andrew Hasz Work History

2021 - Present (3 years)

Purshe Kaplan Sterling Investments

2021 - Present (3 years)

Marshall Financial Group

2021 - Present (3 years)

The Marshall Financial Group LLC

2019 - 2019 (< 1 year)

Impaq International LLC

2018 - 2021 (3 years)

Lindenwood University

2018 - 2018 (< 1 year)

Impaq International LLC

2016 - 2021 (5 years)

Lindenwood University

Disclosures

Please visit the SEC profile of Andrew Hasz 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

Kyle Venditti
Hunt Valley, MD
John Armstrong
Hunt Valley, MD
Thomas Mcandrew
Hunt Valley, MD
Andrew Hasz
Hunt Valley, MD
Agostino Pugliese
Hunt Valley, MD
Peter Marshall
Hunt Valley, MD
Sheryl Parks
Cockeysville, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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