AdFi
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Sharon Marie Cirillo

Investment Adviser Representative at XML FINANCIAL GROUP

Boynton Beach, FLCRD #1767757Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
2 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaNew Jersey
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/12/2006
SIE
Securities Industry Essentials Examination
Passed 8/8/2018
Series 7
General Securities Representative Examination
Passed 11/7/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $3,000,0001.00%
Next $1,000,0000.90%
Next $1,000,0000.80%
Next $1,000,0000.70%
Next $1,000,0000.60%
Next $1,000,0000.50%
Next $1,000,0000.40%
Next $1,000,0000.30%
Next $1,000,0000.20%
Next $1,000,0000.20%
Next $1,000,0000.20%
Next $1,000,0000.20%
Next $1,000,0000.20%
Next $5,000,0000.20%
Above $20,000,0000.10%
Source

XML FINANCIAL GROUP Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

XML SECURITIESCurrent
7/20/2022Fort Washington, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
9/14/19885/30/1990
MORGAN STANLEY & CO. INCORPORATED
8/28/20076/1/2009WARREN, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
7/1/19917/8/1993
RBC CAPITAL MARKETS, LLC
6/11/20108/8/2018FLORHAM PARK, NJ
MORGAN STANLEY SMITH BARNEY
6/1/20091/11/2010WARREN, NJ
RAYMOND JAMES FINANCIAL SERVICES, INC.
5/28/201912/16/2021Basking Ridge, NJ
A. G. EDWARDS & SONS, INC.
4/21/19888/16/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
11/8/20068/24/2007SHORT HILLS, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
11/25/19875/5/1988
VALIC FINANCIAL ADVISORS, INC.
11/1/20217/22/2022TAMPA, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
1/21/20106/8/2010FLORHAM PARK, NJ

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sharon Marie Cirillo 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.

Sharon Marie Cirillo - Financial Advisor in Boynton Beach, FL | AdvisorFinder