Nicholas
Pileggi
The Marshall Financial Group, Inc
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About this Advisor
Nicholas Pileggi is a certified financial planner based out of Doylestown, Pennsylvania who has 4 years of industry experience. Pileggi is currently employed by The Marshall Financial Group, Inc. Over the course of their career, Pileggi has held roles at The Fairman Group, LLC, Drexel University and Marshall Financial Group. Pileggi maintains a Series 65 license, designating them as an investment advisor representative, and can work in Pennsylvania. The Marshall Financial Group, Inc is a company operating out of Doylestown, PA. The investment advisory business has offices in 20 locations and a total of 21 financial advisors. It controls $696 million in assets under management across its 1,500 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides financial advice to 20 charities and foundations. Of its 1,500 customer accounts, 41% belong to high-net-worth investors who have greater than $1 million in investable assets. The Marshall Financial Group, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services usually vary depending on which service is provided. However, fees charged by The Marshall Financial Group, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Marshall Financial Group, Inc Brokerage Details
$696,055,264
21
1,500
$464,037
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Nicholas Pileggi Work History
Nicholas has been registered as a financial advisor for 4 years.*
Marshall Financial Group
The Fairman Group, LLC
The Fairman Group, LLC
Drexel University
*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 Nicholas Pileggi 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, Inc
Doylestown, PA
Doylestown, PA
Doylestown, PA
Doylestown, PA
Doylestown, PA
Doylestown, PA
Doylestown, PA
Doylestown, PA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.