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 has been SEC-registered since 2008. FINTRX classifies the firm as "Unclassified" and lists the owner type as a mix of a domestic entity and an individual. The dataset indicates XML Securities does not operate as a capital allocator. The firm is not identified as an active ESG investor and is not flagged as a multistate adviser. FINTRX does not include entries for the firm's client base, fee structure, specific business activities, or advisory specializations in the provided snapshot.
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 28
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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