Tyler Kang
Investment adviser representative at The Marshall Financial Group LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Purshe Kaplan SterlingMay 2025 to now
- The Marshall Financial Group LLCApr 2025 to now
- Bank of America, N.A.Aug 2022 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Mar 2025
- JPMorgan Securities LLCFeb 2022 to Jul 2022
- J.P. Morgan Securities LLCJul 2021 to Feb 2022
- JPMorgan Chase Bank, N.A.Aug 2020 to Jul 2021
- Chick-fil-aApr 2020 to Aug 2020
- AmiccisJun 2019 to Mar 2020
- Nordstrom IncOct 2017 to Sep 2019
- Koko IncMar 2017 to Dec 2017
- Towson UniversityAug 2016 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
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
- 7408609
- Firm CRD
- 146362