XML Securities
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 145589
- Registered since
- June 17, 2008
- Website
- www.xmlfg.com
Firm profile
FINTRXOverview
XML Securities is organized as a limited liability company and is owned by a combination of a domestic entity and an individual. The firm is classified as unclassified in the snapshot data and does not present itself as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a newly formed or multi-state adviser. The available profile does not include descriptions of advisory or business activities, client segments, fee schedules, or personnel.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Jennifer Szaro
Chief Compliance OfficerCRD 4395464
Brett Bernstein
CEO & Co-FounderCRD 3103034
Contacts
3 of 29
Alexandra Kantarski
Wealth AdvisorCRD 5153780
Douglas Callan
Senior Portfolio ManagerCRD 5188893
Jordan Vanoort
Senior Wealth AdvisorCRD 5206546
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bethesda, MD
Montgomery
Location
Bethesda, MD
Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 6901 Rockledge Dr
- Time zone
- ET (UTC-5)
- Office locations
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