Radley L Ellenbogen
Investment adviser representative at Xml Financial Group
14 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
14 years in the industry.
- Xml Financial GroupJun 2021 to now
- UnemployedMay 2021 to Jun 2021
- University of MarylandAug 2020 to May 2021
- Bdo Wealth ManagementJun 2020 to Aug 2020
- UnemployedMay 2020 to Jun 2020
- University of MarylandAug 2019 to May 2020
- ZenimaxMay 2019 to Aug 2019
- University of MarylandAug 2018 to May 2019
- Xml Financial GroupMay 2018 to Aug 2018
- University of MarylandAug 2017 to May 2018
- The Meltzer GroupJun 2017 to Aug 2017
- California TortillaMay 2016 to Jun 2017
- Middle & High School StudentMar 2012 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (DC, MD).
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
- 7513324
- Firm CRD
- 284987