Ryan Mcquinn Moak
Investment adviser representative at Xypn Sapphire
20 yearsExperience
2 statesRegistered in
$1.3BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Xypn SapphireAug 2026 to now
- Quinncore Financial, LLCMar 2026 to now
- Iq Home CareApr 2023 to Feb 2026
- Quincove Ventures, LLCJan 2022 to Mar 2023
- Ry Financial, LLCMar 2021 to Dec 2021
- UnemployedSep 2019 to Mar 2021
- Lloyds Banking GroupJun 2006 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Xypn Sapphire
Legal name: Xy Investment Solutions, LLC
$1.3BAssets managed
796Clients
58Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3067239
- Firm CRD
- 285967