Charles Michael Feehely
Investment adviser representative at Xypn Sapphire
22 yearsExperience
1 stateRegistered 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
22 years in the industry.
- Xypn SapphireJan 2026 to now
- Charles Michael Financial LLCJan 2026 to now
- Xypn InvestJan 2026 to now
- Valor Wealth PartnersAug 2025 to Nov 2025
- Xypn InvestSep 2024 to Jul 2025
- Moneyarmor LLCJan 2024 to Aug 2025
- Blue Moon Falls LLCAug 2022 to Nov 2025
- Charles Michael Financial LLCAug 2022 to Jul 2025
- U.S. Marshals ServiceOct 2004 to Sep 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7729916
- Firm CRD
- 285967