Unclaimed Profile

Curtis Jeffrey Congdon

XML FINANCIAL, LLC·BETHESDA, Maryland

Clean recordXML FINANCIAL, LLC

6901 ROCKLEDGE DRIVE, BETHESDA, MD 20817CRD# 4890245Firm CRD# 284987

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Curtis Jeffrey Congdon · BETHESDA, MD

Registration

CRD #4890245 · XML FINANCIAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Curtis Jeffrey Congdon is a registered financial advisor based in BETHESDA, Maryland, affiliated with XML FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

XML FINANCIAL, LLC

XML FINANCIAL GROUP

AUM

$2.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at XML FINANCIAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4890245

Firm CRD# 284987

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Curtis Jeffrey Congdon offer?

Curtis Jeffrey Congdon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Curtis Jeffrey Congdon's credentials?

Curtis Jeffrey Congdon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Curtis Jeffrey Congdon located?

Curtis Jeffrey Congdon is based in BETHESDA, Maryland, working with XML FINANCIAL, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Curtis Jeffrey Congdon charge for services?

Curtis Jeffrey Congdon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is XML FINANCIAL, LLC?

XML FINANCIAL, LLC has approximately 52 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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