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Bradley Michael Griffiths

Xypn Invest

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About Bradley Michael Griffiths

Bradley Griffiths is an investment advisor representative with Xypn Invest, a firm that provides portfolio management services for businesses and individuals. Bradley is currently registered in California, Massachusetts, Montana, and Texas. Bradley has a broad range of experience in the financial services industry, having worked with a variety of firms such as OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., and ROYAL ALLIANCE ASSOCIATES, INC. Bradley holds a Series 66 license as well as Series 4, 53, 24, SIE, and 7 licenses. Bradley is also a board member of a charitable organization.

Firm Information

Bradley Griffiths is currently registered with Xypn Invest. Xypn Invest is an investment advisor registered with the SEC. The firm's main office is in BOZEMAN, MT. The firm has 15 investment adviser representatives. They manage $133,274,180 in assets. Xypn Invest provides portfolio management for businesses and individuals. Their clients include other investment advisors.
Xypn Invest

24 E. MAIN STREET

BOZEMAN, MT 59715

$133.27M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Griffiths’s Registration & Firm History

MT

08/01/2024 - Present

Xypn Invest (BOZEMAN MT)

NV

09/01/2023 - 07/18/2024

OSAIC WEALTH, INC. (LAS VEGAS NV)

NV

02/03/2023 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (LAS VEGAS NV)

CA

11/09/2020 - 02/03/2023

ROYAL ALLIANCE ASSOCIATES, INC. (ANAHEIM CA)

CA

06/29/2016 - 08/19/2019

SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)

CA

09/29/2015 - 04/21/2016

EDWARD JONES (WHITTIER CA)

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Licenses & Designations

BOTH

Issued 10/17/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/2022

Series 4 - Registered Options Principal Examination

BC

Issued 01/06/2021

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/01/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Michael Griffiths.
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