Bradley Michael Griffiths
Investment adviser representative at Xypn Sapphire
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Xypn SapphireJul 2024 to now
- Xypn InvestJun 2024 to now
- Hedgehog & OwlFeb 2014 to now
- Osaic Wealth, Inc.Sep 2023 to Jun 2024
- The Ameriflex GroupFeb 2023 to Jun 2024
- Sagepoint Financial, Inc.Feb 2023 to Sep 2023
- Royal Alliance Associates, Inc.Nov 2020 to Feb 2023
- Kcs Wealth AdvisoryJul 2019 to Nov 2020
- Minnesota Life Insurance CoMar 2019 to Jul 2019
- Securian Financial Services Inc.Jun 2016 to Jul 2019
- Tax and Financial GroupJun 2016 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6545034
- Firm CRD
- 285967