XML Financial Group
$3.3B
2,944Clients
29Advisers
10 yearsIn business
Contact this firm
Who works here
- Alexandra Kantarski
- Benjamin Kollender
- Beth J Levine
- Brett Shane Bernstein
- Curtis Jeffrey Congdon
- David B Margulies
- Douglas Callan
- James Byungwoo Lee
- Jason Elliot Klopman
- Jennifer Bixler Telesca
- Jennifer Lara Szaro
- John Eric Wightman
- John James Sciuto
- John Richard May
- Jordan Ross Vanoort
- Kevin P Peters
- Lauren Kathryn O'Brien
- Mark Dale Samson
- Meredith Wade
- Michelle Perim Cooper
- Noorjahan Enayat
- Radley L Ellenbogen
- Robert David Kantor
- Sharon Lynn Abbey
- Sharon Marie Cirillo
- Shawna T Bieda
- Stephen Adam Clagett
- Steven Farnham Collins
- Zachary Scott Weaver
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
XML Financial Group
Legal name: XML Financial, LLC
$3.3B
2,944Clients
29Advisers
10 yearsIn business
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 284987