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Stephen Adam Clagett

XML FINANCIAL, LLC·ROCKVILLE, Maryland
Unclaimed Profile
1 PRESERVE PARKWAY, ROCKVILLE, MD 20852CRD# 5280013Firm CRD# 284987
01

About

Stephen Adam Clagett is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with XML FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
XML FINANCIAL, LLC
XML FINANCIAL GROUP
AUM
$2.8B
Regulatory assets under management
Employees
52
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5280013
Firm CRD# 284987
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Adam Clagett offer?
Stephen Adam Clagett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Stephen Adam Clagett's credentials?
Stephen Adam Clagett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Adam Clagett located?
Stephen Adam Clagett is based in ROCKVILLE, Maryland, working with XML FINANCIAL, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Stephen Adam Clagett charge for services?
Stephen Adam Clagett'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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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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