Shawna T Bieda
Investment adviser representative at Xml Financial Group
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.3BFirm assets
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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
22 years in the industry.
- Xml Financial GroupAug 2022 to now
- Xml Securities LLCAug 2022 to now
- Bank of America N.A.May 2014 to Jul 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2004 to Jul 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
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
- 4903736
- Firm CRD
- 284987