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Chief Operating Officer · XML Financial Group

Todd Kullen

CRD 6627605 · Named on Form ADV at one SEC-registered adviser

At a glance

XML Financial Group, an SEC-registered wealth manager based in Bethesda, MD with $3.3 billion in regulatory assets, lists Todd Kullen on its Form ADV as Chief Operating Officer.

Firms and roles

  • XML Financial GroupChief Operating OfficerWealth manager · Bethesda, MD · $3.3B in regulatory assets

AtlasMembers

Todd’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Colleagues named on the same filings (7)

2 more people named with Todd on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.