Thomas Andrew Arasz
Investment adviser representative at The Marshall Financial Group LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$735.6MFirm assets
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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
10 years in the industry.
- The Marshall Financial Group LLCDec 2025 to now
- Bmore Financially Fit, LLCMay 2022 to Dec 2025
- Your Financial PharmacistJun 2018 to Aug 2021
- Transamerica Insurance CoMay 2017 to May 2025
- Medstar Shared ServicesSep 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7334457
- Firm CRD
- 146362