KL
Kyle A. Levickas
THE MARSHALL FINANCIAL GROUP LLC
Hunt Valley, MD 21031
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CRD#: 7060260
KL
Professional summary
Kyle Austin Levickas, who also goes by Kyle Levickas, is a registered financial advisor currently at THE MARSHALL FINANCIAL GROUP LLC located in Hunt Valley, Maryland.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kyle has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle Levickas
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I*125768 For profit or not for profit: For-Profit Organization Name of outside business organization: McCormick & Company Investment related: N Address of business: hunt Valley, Maryland 21031 Nature of business: Corporation, Position, title, association: Other, full time employee Start date of relationship: 8/22/2019 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Taste test experimental products and provide feedback on the product/s for their RnD department.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Austin Levickas's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 14, 2025 - Present
THE MARSHALL FINANCIAL GROUP LLC
Office #1: 225 Schilling Circle Suite 295, Hunt Valley, MD 21031RIA
CRD#: 146362
Hunt Valley, MD
Past
December 23, 2019 - January 28, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HUNT VALLEY, MD
Past
September 5, 2019 - January 28, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
HUNT VALLEY, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TM
THE MARSHALL FINANCIAL GROUP LLC
FIDUCIARY FIRST ADVISORS | THE MARSHALL FINANCIAL GROUP LLC
CRD#: 146362 / SEC#: 801-117820
RIA
Registered Investment Advisory firm - (12/18/2019 Approved)Florida
Registered Investment Advisory firm - (2/11/2020 Terminated)Maryland
Registered Investment Advisory firm - (2/11/2020 Terminated)New Jersey
Registered Investment Advisory firm - (3/18/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/14/2020 Terminated)Texas
Registered Investment Advisory firm - (2/11/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(8/14/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/5/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
TM
THE MARSHALL FINANCIAL GROUP LLC
FIDUCIARY FIRST ADVISORS | THE MARSHALL FINANCIAL GROUP LLC
CRD#: 146362 / SEC#: 801-117820
RIA
Registered Investment Advisory firm - (12/18/2019 Approved)Florida
Registered Investment Advisory firm - (2/11/2020 Terminated)Maryland
Registered Investment Advisory firm - (2/11/2020 Terminated)New Jersey
Registered Investment Advisory firm - (3/18/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/14/2020 Terminated)Texas
Registered Investment Advisory firm - (2/11/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
225 Schilling Circle Suite 295, Hunt Valley, MD 21031
Mailing Address
Phone number
(410) 563-1190
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,449 |
| AUM (Assets Under Management) | $ 593,043,749 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2024 | ||
| 07/24/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE MARSHALL FINANCIAL GROUP LLC
CRD#: 146362Hunt Valley, MD 21031TRUST BUT VERIFY
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