BB
Brett Bernstein
from Xml Financial Group
Brett Bernstein is a financial advisor based in Maryland, Bethesda,
with 26 years of experience. Brett currently works for
Xml Financial Group.
Brett maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Brett Bernstein works at Xml Financial Group
Xml Financial Group is a financial advisory firm based in Bethesda, Maryland. It currently has approximately $1,318,335,294 of assets under management and employs about 52 people. Xml Financial Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
16 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
6901 Rockledge Drive, Suite 730, Bethesda, Maryland, 20817
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