Agostino Pugliese is a registered investment advisor, based in Hunt Valley, MD, with 16 years of industry experience.
Location
225 Schilling Circle, Suite 295, Hunt Valley, MD, 21031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Agostino is an Investment Advisor Representative with The Marshall Financial Group LLC since 2015, dedicating nearly full-time hours to client reviews, managing investment portfolios, and providing investment advice. He also works as a fixed insurance agent, dedicating minimal time to selling and advising on fixed insurance products.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
The Marshall Financial Group LLC
Previous Registrations
Ssn Advisory, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Baltimore-Washington Financial Advisors
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Park Avenue Securities LLCBroker
State Registrations6 states
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