Radley
Ellenbogen

Xml Financial Group

CRD#7513324
Investment Advisor
in Bethesda, MD

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About this Advisor

Radley Ellenbogen is a financial advisor based in Bethesda, Maryland, working with Xml Financial Group. Radley has previously held positions at Xml Financial Group, University Of Maryland, Bdo Wealth Management, Zenimax, The Meltzer Group, California Tortilla, and Middle & High School Student. Radley has passed the Series 65 regulatory exam and is registered to provide services in the District of Columbia and Maryland. Currently, Radley is part of Xml Financial Group, which operates out of Bethesda, Maryland. The firm has 16 offices and 52 employees. The firm manages assets totaling $2.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Xml Financial Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6901 Rockledge Drive Suite 730
Bethesda, MD 20817

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Xml Financial Group Brokerage Details

Total Assets Under Management

$2,753,502,220

MD Average: $6,889,882,315
Total Number of Employees

52

MD Average: 45
Total Number of Accounts

5,960

MD Average: 765
Average Account Size

$461,997

MD Average: $9,006,382

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

Radley Ellenbogen Work History

2021 - Present (3 years)

Xml Financial Group

2020 - 2021 (1 year)

University Of Maryland

2020 - 2020 (< 1 year)

Bdo Wealth Management

2019 - 2020 (1 year)

University Of Maryland

2019 - 2019 (< 1 year)

Zenimax

2018 - 2019 (1 year)

University Of Maryland

2018 - 2018 (< 1 year)

Xml Financial Group

2017 - 2018 (1 year)

University Of Maryland

2017 - 2017 (< 1 year)

The Meltzer Group

2016 - 2017 (1 year)

California Tortilla

2012 - 2017 (5 years)

Middle & High School Student

Disclosures

Please visit the SEC profile of Radley Ellenbogen 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

Noorjahan Enayat
Bethesda, MD
Douglas Callan
Fort Washington, PA
Meredith Wade
Bethesda, MD
Nicole Treiber
Bethesda, MD
John Sciuto
Bethesda, MD
Lauren O'Brien
Bethesda, MD
Caleb Long
Bethesda, MD
Alexandra Kantarski
Bethesda, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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