Michelle Perim Cooper
Investment adviser representative at Xml Financial Group
28 yearsExperience
2 statesRegistered in
$3.3BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Xml Securities, LLCMar 2019 to now
- Xml Financial GroupMar 2018 to now
- Xml Financial, LLCMar 2018 to now
- UnemployedOct 2017 to Feb 2018
- Merrill Lynch Trust Company, FsbJun 1998 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
Xml Financial Group
Legal name: Xml Financial, LLC
$3.3BAssets managed
2,944Clients
28Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3072637
- Firm CRD
- 284987