XML FINANCIAL, LLC of BETHESDA, MD is an SEC-registered investment adviser (CRD 284987). Regulatory assets under management: $3.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Brett Shane Bernstein | CHIEF EXECUTIVE OFFICER | — |
| Robert David Kantor | CHIEF INVESTMENT OFFICER | — |
| Curtis Jeffrey Congdon | PRESIDENT | — |
| Jennifer Lara Szaro | CHIEF COMPLIANCE OFFICER | — |
| Mark Dale Samson | PRINCIPAL | — |
| Todd Kullen | CHIEF OPERATING OFFICER | — |
| Alexandra Kantarski | MEMBER | — |
| Jason Elliot Klopman | MEMBER | — |
| KANTOR JONATHAN DAVID | CHIEF INVESTMENT OFFICER; MANAGER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| SZARO JENNIFER LARA | CHIEF COMPLIANCE OFFICER | — |
| SAMSON ALLYSON DALE | PRINCIPAL | — |
| BERNSTEIN BRETT SHANE | CHIEF EXECUTIVE OFFICER; MANAGER; MANAGING MEMBER | — |
| CONGDON CURTIS JEFFREY | PRESIDENT | — |
| KULLEN TODD | CHIEF OPERATING OFFICER | — |
| CLAGETT STEPHEN ADAM | DIRECTOR OF BRANCH OPERATIONS | — |