The Marshall Financial Group LLC

Firm record

As recorded in SEC IAPD

Firm CRD

146362

SEC number

801-117820

Firm type

RIA

Assets under management

$735.6M as of Apr 8, 2026

Website

www.marshallfinancialgroup.com ↗

Phone

(410) 563-1190

Address

225 Schilling Circle, Hunt Valley, MD, 21031

Advisors at this firm

14 in our index · page 1 of 1

• Thomas Andrew AraszCRD 7334457 · Hunt Valley, MD
  IA Registered
• John Russell ArmstrongCRD 5535651 · Hunt Valley, MD
  IA RegisteredRegistration inactive
• Christopher Nelson BarnesCRD 4334057 · Hunt Valley, MD
  IA RegisteredRegistration inactive
• Mary Agnes BaroneCRD 1141253 · Salinas, CA
  IA Registered
  Disclosure event(s) on record
• Rodney Dale DirCRD 2063787 · Hunt Valley, MD
  IA RegisteredRegistration inactive
• Andrew John HaszCRD 7423785 · Hunt Valley, MD
  IA RegisteredRegistration inactive
• Tyler KangCRD 7408609 · Hunt Valley, MD
  IA RegisteredRegistration inactive
• Kyle Austin LevickasCRD 7060260 · Hunt Valley, MD
  IA RegisteredRegistration inactive
• Denton Penn LaneCRD 7238138 · Hunt Valley, MD
  IA RegisteredRegistration inactive
• Peter Andrew MarshallCRD 4165191 · Hunt Valley, MD
  IA RegisteredBroker
• Thomas McandrewCRD 6039938 · Hunt Valley, MD
  IA RegisteredRegistration inactive
• Sheryl Diane ParksCRD 1227092 · Hunt Valley, MD
  IA RegisteredRegistration inactive
• Agostino Anthony PuglieseCRD 5624255 · Hunt Valley, MD
  IA RegisteredBroker
• Cheryl L. StuartCRD 1081382 · Kingston, NY
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.