NEWS // Operations Notice

Brokerage Services

Many of our Wealth Advisors are also associated with our affiliated broker-dealer, XML Securities, LLC (“XML BD”). Originating in 1981, XML BD offers standard and advanced brokerage and insurance products and services for individuals, families, businesses, non-profits and associations.

EDUCATION AND DISCLOSURES

We want you to understand these documents and answer any questions you may have. If you would like to receive a document in a larger font or would like to go through a document with someone verbally please contact us. BrokerCheck is a free tool to research the background and experience of financial professionals and firms.

Brokerage services and securities offered through XML BD are separate from investment advisory services provided through XML. XML Securities, LLC, member FINRA/ SIPC.

how we work

We’re here to help you make investments that align with your lifestyle.

who we are

Brett Bernstein CEO & Co-founder

Rob Kantor CIO & Co-founder

Curtis Congdon President

Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness

Jason Klopman Sr. Wealth Advisor, Partner

Eric Wightman Sr. Wealth Advisor, Partner

Jack May Sr. Wealth Advisor

Lauren O’Brien Sr. Wealth Advisor

David Margulies Sr. Wealth Advisor

Noorjahan Enayat Sr. Wealth Advisor

Beth Levine Sr. Wealth Advisor

Kevin Peters Wealth Advisor

Steven Collins Wealth Advisor

Sharon Abbey Wealth Advisor

Sasha Chelekhov Wealth Advisor

Bob Abel Wealth Advisor

John Sciuto Wealth Advisor

Nicole Treiber Assoc. Wealth Advisor, Client Service Associate

Jayson Magro Client Service Associate

Pete Deoudes Director of Marketing | Financial Planner

Radley Ellenbogen Operations Associate

resources

Podcasts, articles, financial news and more!

Wondering if there might be something more you and your money could do?

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