Alexandra Kantarski

XML FINANCIAL GROUP

Fairfax, VA

Some features on this profile are disabled

CRD#: 5153780

Professional summary

Alexandra Kantarski, CFP®, who also goes by Alexandra Chelekhov, Sasha Chelekhov, Sasha Kantarski, Alexandra Gennadyevna Varenik, Alexandra Varenik, Sasha Varenik, is a registered financial advisor currently at XML FINANCIAL GROUP located in Fairfax, Virginia and XML SECURITIES located in Fairfax, Virginia.

Alexandra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Alexandra has worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) NOTARY PUBLIC: NOT INVESTMENT RELATED, 12/2007, 5 HR PER MONTH, 1 HR DURING SECURITIES TRADING 2) 7/2023, hobby as Astrology consultant , non-investment related, after securities trading hours. 3) 7/2023, hobby as Artist, selling my paintings, non-investment related, after securities trading hours. 4) 2/2025, BR Financial Associates Management Company, LLC, equity member, management company for XML Financial, LLC and XML Securities, LLC, located at reported business location - 40 hr per month, 10 hr after securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra Kantarski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

February 21, 2019 - Present

XML FINANCIAL GROUP

RIA

CRD#: 285

MCLEAN, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

XML FINANCIAL GROUP

CRD#: 284987 / SEC#: 801-108376

RIA

Registered Investment Advisory firm - (9/12/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Virginia
(9/3/2015)

XML FINANCIAL GROUP

CRD#: 284987 / SEC#: 801-108376

RIA

Registered Investment Advisory firm - (9/12/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6901 Rockledge Drive Suite 730, Bethesda, MD 20817

Mailing Address

Phone number

(301) 770-5234

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP-FEE PROGRAM BROCHURE FOR XML FINANCIAL, LLC (3/28/2025)

ADV 2A BROCHURE FOR XML FINANCIAL, LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	6,044
AUM (Assets Under Management)	$ 2,993,236,597

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/19/2024	Cover Page	Report
07/19/2023	Cover Page	Report
11/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Alexandra Kantarski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra Kantarski's CRS (Customer Relationship Summary).

Certified licenses

Experience

XML SECURITIES

OSAIC WEALTH, INC.

EDELMAN FINANCIAL SERVICES, LLC

SANDERS MORRIS LLC

MORGAN STANLEY

MORGAN STANLEY

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

FERRIS, BAKER WATTS, LLC

FERRIS, BAKER WATTS, LLC

Primary Firm SEC Registration

XML FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 3/5/2007

SIE

Date: 10/1/2018

Series 31

Date: 6/9/2011

Series 7

Date: 12/4/2006

FINRA

Current Firm

XML FINANCIAL GROUP

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

XML FINANCIAL GROUP

TRUST BUT VERIFY

Similar Advisors