Shana Elise Bennett
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 SapphireMay 2025 to now
- Xypn InvestMay 2025 to now
- Hightower Securities LLCJun 2021 to Feb 2025
- University of Southern MaineJul 2017 to May 2021
- U.S. NavyFeb 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (ME).
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
- 7423124
- Firm CRD
- 285967