Unclaimed Profile

Xin Shen

THE BURNEY COMPANY·RESTON, Virginia

Clean recordTHE BURNEY COMPANY

1800 ALEXANDER BELL DRIVE, RESTON, VA 20191CRD# 6626133Firm CRD# 106945

Profile Verification

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

Identity

Xin Shen · RESTON, VA

Registration

CRD #6626133 · THE BURNEY COMPANY

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Xin Shen is a registered financial advisor based in RESTON, Virginia, affiliated with THE BURNEY COMPANY. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

THE BURNEY COMPANY

AUM

$2.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE BURNEY COMPANY →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6626133

Firm CRD# 106945

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Xin Shen offer?

Xin Shen specializes in Financial Planning, Investment Management. Contact their office in RESTON, Virginia for a consultation.

What are Xin Shen's credentials?

Xin Shen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Xin Shen located?

Xin Shen is based in RESTON, Virginia, working with THE BURNEY COMPANY. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Xin Shen charge for services?

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

How large is THE BURNEY COMPANY?

THE BURNEY COMPANY has approximately 42 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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