• MD 301.770.5234
  • VA 703.790.5999 or LMA 703.827.2300
  • CO 970.668.5700
  • BrokerCheck

Our Team

Gerardo Salazar

Controller Contact Me

Gerardo Salazar is the Controller for XML Financial Group. He was with Smart Management for six years and most recently with another Focus Financial Partners firm, FI Services, LLC. His specialty revolves around financial accounting, establishing financial policies, controls, and procedures. Gerardo has more than eight years’ experience in financial accounting.

 Education & Philanthropy

Gerardo graduated from Bryant University located in Smithfield, RI with a Bachelor of Science in Accounting. In his spare time, he coaches middle school boys AAU basketball. Gerardo loves to travel, seeing as many new places as possible. He resides with his wife Shanna and son Xander in Johnston, RI.

get in touch
We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

Gerardo Salazar is the Controller for XML Financial Group. He was with Smart Management for six years and most recently with another Focus Financial Partners firm, FI Services, LLC. His specialty revolves around financial accounting, establishing financial policies, controls, and procedures. Gerardo has more than eight years’ experience in financial accounting.

 Education & Philanthropy

Gerardo graduated from Bryant University located in Smithfield, RI with a Bachelor of Science in Accounting. In his spare time, he coaches middle school boys AAU basketball. Gerardo loves to travel, seeing as many new places as possible. He resides with his wife Shanna and son Xander in Johnston, RI.