XML Financial Group Employee Directory

Q: What is XML Financial Group known for?

XML Financial Group was founded in 2016. XML Financial Group operates in the Financial Services industry.

Q: How many employees does XML Financial Group have currently?

XML Financial Group has approximately 40 employees.

Financial ServicesUnited States11-50 Employees

XML Financial Group (“XML”) is an independent wealth and investment management firm, with an affiliated broker-dealer, XML Securities, member FINRA/SIPC. Our professionals service approximately $4 billion in client assets*. Headquartered in Bethesda, Maryland, XML offers a suite of wealth and investment management services to high-net-worth individuals, businesses and families located across the country with a mission of putting our clients and their financial goals first. For more information about XML, please visit www.xmlfg.com. 

*Approximate assets serviced by employees includes both investment advisory and brokerage assets.

Find XML Financial Group employees' phone numbers or email addresses

XML Financial Group Global Highlights

North America
57

United States Of America
57

Asia
1

India
1

Europe
1

Italy
1

XML Financial Group's Leadership

B. B.
Ceo & Co-Founder
Mobile Phone
Email
R. K.
Cio & Co-Founder
Mobile Phone
Email
C. S.
Chief Technology Officer, Chief Information Security Officer
Mobile Phone
Email
T. K.
Chief Operating Officer
Mobile Phone
Email
C. C.
President
Mobile Phone
Email
M. J.
Founder And Managing Partner
Mobile Phone
Email
J. E. W.
Partner
Mobile Phone
Email
J. K.
Senior Wealth Advisor, Partner
Mobile Phone
Email

Contact profiles from XML Financial Group

Name

Title

Contact Info

Location

Last Update

Z. W. C.
Financial Planner
Mobile Phone
Email
United StatesMaryland
Sep 11, 2025
R. E.
Wealth Advisor
Mobile Phone
Email
United StatesDistrict of Columbia
Oct 19, 2025
D. R.
Client Service Associate
Mobile Phone
Email
United StatesMaryland
Oct 22, 2025
J. M.
Client Service Associate
Mobile Phone
Email
United StatesMaryland
Jul 17, 2025
N. T.
Wealth Advisor
Mobile Phone
Email
United StatesMaryland
Jul 19, 2025
S. L.
Client Service Associate
Mobile Phone
Email
United StatesMaryland
Jun 07, 2025
S. A.
Wealth Advisor
Mobile Phone
Email
United StatesColorado
Sep 11, 2025
C. L.
Client Service Associate
Mobile Phone
Email
Aug 11, 2025
R. A.
Wealth Advisor
Mobile Phone
Email
United StatesDc
Oct 19, 2025
A. L.
Private Wealth Management Intern
Mobile Phone
Email
United StatesNew York
Mar 04, 2025

Frequently Asked Questions

What is XML Financial Group known for?

XML Financial Group was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 6901 Rockledge Dr, Suite 730 Bethesda, Maryland 20817, US; you can contact the main corporate office by phone at

+1-301-770-****

. Explore XML Financial Group's company overview page for more information.

What is XML Financial Group's most common email format?

XML Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more XML Financial Group email formats with LeadIQ.

How many employees does XML Financial Group have currently?

XML Financial Group has approximately 40 employees as of October 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are XML Financial Group's key employees and leadership?

As of October 2025, XML Financial Group's key employees include:

Ceo & Co-Founder: B. B.
Cio & Co-Founder: R. K.
Chief Technology Officer, Chief Information Security Officer: C. S.
Chief Operating Officer: T. K.
President: C. C.

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