Sharon
Cirillo
Xml Financial Group
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About this Advisor
Sharon Cirillo is a financial advisor operating out of Boynton Beach, Florida with 1 year of industry experience. Cirillo is on the advisory team at Xml Financial Group. Their career trajectory has included roles at Rbc Capital Markets Corporation, Regentatlantic Capital LLC, Wiss Private Client Advisors, LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc and Valic Financial Advisors. Cirillo maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Xml Financial Group is a financial advisory business operating out of Bethesda, MD. It has offices in 18 locations and a total of 52 advisors. It has $2 billion in total assets between its 5,800 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 19 charities and foundations. Of its 5,800 client accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules vary depending on which services are offered. Fees billed by Xml Financial Group most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Xml Financial Group Brokerage Details
$2,323,032,504
52
5,800
$400,523
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Sharon Cirillo Work History
Sharon has been registered as a financial advisor for 1 years.*
Valic Financial Advisors
Wiss Private Client Advisors, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Regentatlantic Capital LLC
Rbc Capital Markets Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sharon Cirillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Xml Financial Group
Bethesda, MD
Falls Church, VA
Bethesda, MD
Falls Church, VA
Bethesda, MD
Fort Washington, PA
Bethesda, MD
Boynton Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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