TK
Tyler Kang
THE MARSHALL FINANCIAL GROUP LLC
Hunt Valley, MD 21031
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CRD#: 7408609
TK
Professional summary
Tyler Kang is a registered financial advisor currently at THE MARSHALL FINANCIAL GROUP LLC located in Hunt Valley, Maryland and PURSHE KAPLAN STERLING INVESTMENTS located in Hunt Valley, Maryland.
Tyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Tyler has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) The Marshall Financial Group, LLC. Investment Related. At registered location. RIA. Financial Advisor. 4/1/2025. 160. 120 during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Kang'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
April 30, 2025 - Present
THE MARSHALL FINANCIAL GROUP LLC
Office #1: 225 Schilling Circle Suite 295, Hunt Valley, MD 21031RIA
CRD#: 146362
Hunt Valley, MD
Current
May 6, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 225 Schilling Circle Suite 295, Hunt Valley, MD 21031BD
CRD#: 35747
Hunt Valley, MD
Past
March 1, 2023 - March 26, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ABINGDON, MD
Past
September 21, 2022 - March 26, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ABINGDON, MD
Past
August 20, 2021 - July 16, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Baltimore, 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Maryland(4/30/2025)
RR
Maryland(5/6/2025)
IAR
Texas(4/30/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/21/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 8/20/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
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
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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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