Marianne Poon
Investment adviser representative at Xypn Sapphire
11 yearsExperience
1 stateRegistered in
CFADesignation
$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
11 years in the industry.
- Onyx FinancialJan 2025 to now
- Xypn SapphireDec 2024 to now
- Xypn InvestNov 2024 to now
- Marianne Poon - Piano Tuning & RepairsApr 2022 to now
- ImusicmeApr 2015 to now
- Woodmont Financial Partners LLCMar 2024 to Dec 2024
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6907264
- Firm CRD
- 285967