Kyle
Venditti
The Marshall Financial Group LLC
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About this Advisor
Kyle Venditti is a financial advisor based in Hunt Valley, Maryland, working with The Marshall Financial Group LLC. Kyle has previously held positions at J.P. Morgan Chase Bank & Co, Jpmorgan Securities LLC, My Supplement Brand, LLC, Verizon Wireless - Wireless Partners, Pennsylvania State University, Northeast Ear, Nose And Throat Associates, Amerimar Enterprises - Newark Associates, Berwick Brewing Company, Jpmorgan Chase Bank Na, The Marshall Financial Group LLC, and J.P. Morgan Chase & Co. Kyle has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Maryland. Currently, Kyle is part of The Marshall Financial Group LLC, which operates out of Hunt Valley, Maryland. The firm has 1 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, and portfolio management for institutional clients. The fee structure at The Marshall Financial Group LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Marshall Financial Group LLC Brokerage Details
$468,675,437
13
1,878
$249,561
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kyle Venditti Work History
The Marshall Financial Group LLC
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
J.P. Morgan Chase & Co
J.P. Morgan Chase Bank & Co
Jpmorgan Securities LLC
Amerimar Enterprises - Newark Associates
Northeast Ear, Nose And Throat Associates
Berwick Brewing Company
My Supplement Brand, LLC
Verizon Wireless - Wrieless Partners
Pennsylvania State University
Disclosures
Please visit the SEC profile of Kyle Venditti 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
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Cockeysville, MD
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