Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
914 clients
Average Client Portfolio
$649K average
Assets Under Management
$593.0M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$5,000
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Location

225 Schilling Circle, Suite 295, Hunt Valley, MD, 21031

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Tyler works as a financial advisor at The Marshall Financial Group, LLC, a registered investment advisor. This is a full-time commitment, with most of his time spent during securities trading hours.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2025 - Present · 9 mos
The Marshall Financial Group LLC
April 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2022 - March 2025 · 2 yrs 6 mos
J.P. Morgan Securities LLCBroker
August 2021 - July 2022 · 11 mos
State Registrations2 states
MDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Tyler Kang - Financial Advisor | TrueAdvisor