Radley
Ellenbogen
Xml Financial Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Radley Ellenbogen is a financial advisor working out of Bethesda, Maryland with 1 year of industry experience. Ellenbogen is currently employed by Xml Financial Group. Over the course of their career, Ellenbogen has held roles at Xml Financial Group, University Of Maryland, Bdo Wealth Management, Zenimax, The Meltzer Group, California Tortilla and Middle & High School Student. Ellenbogen has a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Maryland. Xml Financial Group is an advisory business headquartered in Bethesda, MD. The company has offices in 18 locations and a total of 52 advisors. It oversees $2 billion in assets between its 5,800 customer accounts, placing it among the largest firms in the United States 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 individuals who have greater than $1 million in assets available to invest. Xml Financial Group has 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. Fees for financial advisory services usually are based on which services are provided. Fees billed by Xml Financial Group likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Radley Ellenbogen Work History
Radley has been registered as a financial advisor for 1 years.*
Xml Financial Group
University Of Maryland
Bdo Wealth Management
University Of Maryland
Zenimax
University Of Maryland
Xml Financial Group
University Of Maryland
The Meltzer Group
California Tortilla
Middle & High School Student
*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 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
Bethesda, MD
Bethesda, MD
Falls Church, VA
Falls Church, VA
Fort Washington, PA
Bethesda, MD
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
