Andrew John Hasz
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.
- The Marshall Financial Group LLCDec 2021 to now
- Marshall Financial GroupAug 2021 to now
- Purshe Kaplan Sterling InvestmentsAug 2021 to now
- Impaq International LLCMay 2019 to Aug 2019
- Impaq International LLCMay 2018 to Aug 2018
- Lindenwood UniversityAug 2016 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7423785
- Firm CRD
- 146362