Michael Finn
Investment adviser representative at Xypn Sapphire
12 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$1.3BFirm assets
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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
12 years in the industry.
- Xypn SapphireMay 2026 to now
- One Charles Private WealthJan 2024 to now
- Journey Wealth PartnersOct 2022 to Jan 2024
- Royal AllianceMay 2021 to Sep 2022
- LPL Financial, LLCFeb 2017 to Apr 2021
- Columbia Management Investement Distributors IncMay 2014 to Feb 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6202108
- Firm CRD
- 285967