Agostino Anthony Pugliese
Investment adviser representative at The Marshall Financial Group LLC
11 yearsExperience
2 statesRegistered in
$735.6MFirm assets
6 yearsFirm in business
Are you Agostino Anthony Pugliese? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscription
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Purshe Kaplan Sterling Investments - ApAug 2020 to now
- The Marshall Financial Group LLCOct 2015 to now
- The Marshal Financial Group LLCSep 2015 to now
- Ssn Advisory, Inc.Mar 2018 to Aug 2020
- Securities Service Network, Inc.Sep 2015 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
The Marshall Financial Group LLC
$735.6MAssets managed
1,019Clients
14Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5624255
- Firm CRD
- 146362