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Xin Shen

THE BURNEY COMPANY·RESTON, Virginia
Unclaimed Profile
1800 ALEXANDER BELL DRIVE, RESTON, VA 20191CRD# 6626133Firm CRD# 106945
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
THE BURNEY COMPANY
THE BURNEY COMPANY
AUM
$2.7B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at THE BURNEY COMPANY →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6626133
Firm CRD# 106945
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in RESTON
Mary Anika Burney — THE BURNEY COMPANYLowell Dorrance Pratt — THE BURNEY COMPANYGilbert Russell Green — THE BURNEY COMPANYWilliam Abbott Stewart — THE BURNEY COMPANYJohn F Burke — PROOF MANAGEMENT, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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