Deivanayak T Balakrishnan
Investment adviser representative at Xypn Sapphire
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
24 years in the industry.
- Wbi Advisory LLCMar 2026 to now
- Xypn SapphireMar 2026 to now
- Certified Insurance CorpMay 2023 to Mar 2026
- Certified Advisory CorpNov 2021 to Mar 2026
- Fortune Financial ServicesNov 2021 to Dec 2024
- Siemens Energy IncFeb 2002 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7458541
- Firm CRD
- 285967