Brett Shane Bernstein is listed as Chief Executive Officer at Xml Financial, LLC in Bethesda, MD. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Xml Financial, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Brett Shane Bernstein work?
Brett Shane Bernstein is listed as Chief Executive Officer at Xml Financial, LLC on SEC Form ADV.
How much of Xml Financial, LLC does Brett Shane Bernstein own?
Form ADV reports a beneficial ownership band of Under 5%.