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John Sciuto

XML Financial Group

7600 Leesburg Pike
Suite 120 East

Falls Church, VA 22043
(703) 7905999

True Independence

About XML Financial Group

Our firm, XML Financial Group, is a family. Our clients are the core of that family. We strive every day to help our clients to be financially prepared and ready to meet life's many challenges.

We talk about much more than investment portfolios and retirement projections with our clients. We learn about their needs, goals, and dreams so that when we create a custom financial plan that truly represents them. Because of the trust we build together, many of our client relationships are multiple decades long and span family generations.

XML Financial Group would love to have you as part of the family. If you are concerned about market volatility, wonder if your assets will last through retirement, or would like a more complete picture of your finances, please get in touch. We can explore how best to help you manage the twists and turns in your financial landscape.

General Information

Firm Start Year

2016

No.of Employees

20-49

CRD#

6416953

Firm CRD#

284987

Name of Custodial Firm

Fidelity Investments

Years of Experience in Financial Services

5

Number of Years with Current Firm

1

I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types

Exchange Traded Funds (ETFs), Alternative Investments, Options & Futures, Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, At my office, At your office, Via phone, Via email

Compliance

Registered Investment Advisor

No

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66

Insurance and Annuity Licenses

Life, Health

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Based on Assets

Education

Bachelor's Degree -

University of Richmond
-

Master's Degree -

George Washington University
-