Kyle Austin Levickas
Investment adviser representative at The Marshall Financial Group LLC
12 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
12 years in the industry.
- The Marshall Financial Group LLCAug 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2019 to now
- UnemployedDec 2018 to Jan 2019
- Casey's Crab coJun 2018 to Dec 2018
- AerotekJan 2018 to Jun 2018
- UnemployedOct 2017 to Jan 2018
- Orchard Development CorpMay 2017 to Oct 2017
- UnemployedAug 2016 to May 2017
- Salisbury UniversityJan 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7060260
- Firm CRD
- 146362