Peter Andrew Marshall

Investment Adviser Representative at THE MARSHALL FINANCIAL GROUP LLC

HUNT VALLEY, MDCRD #4165191Dual-registered

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

26 yrs

States Registered

31 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 31 states

ArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaIdahoIllinoisIowaMarylandMassachusettsMichiganMinnesotaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaOhioOregonPennsylvaniaRhode IslandSouth CarolinaTexasVermontVirginiaWashingtonWest VirginiaWisconsin

Examinations passed

Series 66

Uniform Combined State Law Examination

Passed 12/5/2005

Series 24

General Securities Principal Examination

Passed 5/8/2006

SIE

Securities Industry Essentials Examination

Passed 10/1/2018

Series 7

General Securities Representative Examination

Passed 9/7/2005

Series 6

Investment Company Products/Variable Contracts Representative Examination

Passed 5/2/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Blended rate

0.03

Source

THE MARSHALL FINANCIAL GROUP LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PURSHE KAPLAN STERLING INVESTMENTSCurrent

8/14/2020 – Hunt Valley, MD

SECURITIES SERVICE NETWORK, LLC

9/29/2005 – 8/14/2020HUNT VALLEY, MD

METLIFE SECURITIES INC.

5/3/2000 – 9/30/2005SPRINGFIELD, MA

METROPOLITAN LIFE INSURANCE COMPANY

5/3/2000 – 9/30/2005NEW YORK, NY

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter Andrew Marshall has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.