Meredith Wade
Investment Adviser Representative at XML Financial Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Meredith Wade is an investment adviser representative with XML Financial Group in Springdale, MD, where they have been registered since 2021. They have worked in the securities industry since 2004 and have been registered with 8 firms, including Wells Fargo Advisors Financial Network, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in Maryland.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland
- Broker:
1 state or territory
Maryland
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Suntrust Investment Services, IncDec 2015 – Apr 2018Laurel, MD
- SunTrust Advisory ServicesAug 2016 – Apr 2018Atlanta, GA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2018 – Sep 2021Clinton, MD
- Bank of America, N.A.May 2018 – Sep 2021Clinton, MD
- XML Financial GroupSep 2021 – no end date reportedBethesda, MD
- XML Securities, LLCSep 2021 – no end date reportedBethesda, MD
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About XML Financial Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- First $3,000,0001.00%
- Next $1,000,0000.90%
- Next $1,000,0000.80%
- Next $1,000,0000.70%
+11 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Focus offers integrated wealth management, family office, and business management solutions, including tax planning and preparation, trust and estate planning, insurance and risk, alternative investments, business-owner and valuation services, lifestyle services, credit and lending solutions, and family office services for ultra-high-net-worth individuals and families.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 29
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Bethesda, MD
- SEC file number:
- 801-108376
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 2, 2026
View full firm profileOther advisors at XML Financial Group
Showing 12 of 29 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Meredith Wade has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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