Andrew John Hasz

Employer firm

The Marshall Financial Group LLC CRD 146362

$736M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2021 → Present
  Marshall Financial Group
  Hunt Valley, MD
• 08/2016 → 07/2021
  Lindenwood University
  Saint Charles, MO
• 12/2018 → 05/2021
  Lindenwood University
  Saint Charles, MO
• 05/2018 → 08/2018
  Impaq International Llc
  Columbia, MD
• 05/2019 → 08/2019
  Impaq International Llc
  Columbia, MD
• 12/2021 → Present
  The Marshall Financial Group Llc
  Hunt Valley, MD

Other Businesses

1) Marshall Financial Group. Investment Related. At registered location. RIA. Financial Advisor. 8/2021. Hrs/Month 160 all during trading hours. Contact and meet assigned clients provided by Peter Marshall. 2) PURSHE KAPLAN STERLINE INVESTMENTS; REGISTERED REPRESENTATIVE; ALBANY, NY;

Exams

• S66 Uniform Combined State Law Examination
  2021-09-29