Xml Financial Group

Xml Financial Group (CRD# 284987) is a financial advisory firm headquartered in Bethesda, MD. They manage $2,753,502,220 in 5,960 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,754
    MILLION
  • Total Number of Accounts
    5,960
    ACCOUNTS
  • Average Account Value
    $461,997
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Xml Financial Group
Showing 1 - 10 of 27 top financial advisors.
1
Sharon L. Abbey
CRD#: 4319044
6901 Rockledge Drive, Suite 730, Bethesda, MD 20817

Sharon Abbey (CRD# 4319044) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 21 years of experience in the finance industry.

2
Brett S. Bernstein
CRD#: 3103034
6901 Rockledge Drive, Suite 730, Bethesda, MD 20817

Brett Bernstein (CRD# 3103034) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 25 years of experience in the finance industry.

3
Douglas Callan
CRD#: 5188893
500 Office Center Drive, Suite 103,, Fort Washingtion, PA 19034

Douglas Callan (CRD# 5188893) is an Investment Advisor Representative working at Xml Financial Group in Fort Washingtion, PA and has over 15 years of experience in the finance industry.

4
Stephen A. Clagett
CRD#: 5280013
6901 Rockledge Drive, Suite 730, Bethesda, MD 20817

Stephen Clagett (CRD# 5280013) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 5 years of experience in the finance industry.

5
David A. Clark
CRD#: 2871616
One Democracy Center, 6901 Rockledge Drive, Suite 730, Bethesda, MD 20817

David Clark (CRD# 2871616) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 26 years of experience in the finance industry.

6
Steven F. Collins
CRD#: 2367431
6901 Rockledge Drive, Suite 730, Bethesda, MD 20817

Steven Collins (CRD# 2367431) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 17 years of experience in the finance industry.

7
Curtis J. Congdon
CRD#: 4890245
6901 Rockledge Drive, Suite 730, Bethesda, MD 20817

Curtis Congdon (CRD# 4890245) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 18 years of experience in the finance industry.

8
Michelle P. Cooper
CRD#: 3072637
6901 Rockledge Drive, Suite 730, Bethesda, MD 20817

Michelle Cooper (CRD# 3072637) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 22 years of experience in the finance industry.

9
Noorjahan Enayat
CRD#: 5529897
6901 Rockledge Drive, Suite 730, Bethesda, MD 20817

Noorjahan Enayat (CRD# 5529897) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 11 years of experience in the finance industry.

10
Alexandra Kantarski
CRD#: 5153780
6901 Rockledge Drive, Suite 730, Bethesda, MD 20817

Alexandra Kantarski (CRD# 5153780) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 17 years of experience in the finance industry.

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