Thomas Mcandrew
Investment adviser representative at The Marshall Financial Group LLC
14 yearsExperience
1 stateRegistered in
$735.6MFirm assets
6 yearsFirm in business
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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
14 years in the industry.
- The Marshall Financial Group LLCMay 2021 to now
- Marshall Financial GroupMay 2021 to now
- Purshe Kaplan Sterling InvJan 2021 to now
- Raymond James Financial Services, Inc.Oct 2016 to Dec 2020
- Cvi Financial LLCMar 2012 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6039938
- Firm CRD
- 146362