Unclaimed Profile

Bradley Michael Griffiths

XY INVESTMENT SOLUTIONS, LLC·BOZEMAN, Montana

SIE, Series 4, Series 7, Series 24, Series 53, Series 66Clean record10 years registeredXY INVESTMENT SOLUTIONS, LLC

24 E. MAIN STREET, BOZEMAN, MT 59715CRD# 6545034Firm CRD# 285967

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bradley Michael Griffiths · BOZEMAN, MT

Registration

CRD #6545034 · XY INVESTMENT SOLUTIONS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

XYPN INVEST

Jul 2024 – present

THE AMERIFLEX GROUP

Feb 2023 – Jul 2024

Whittier, CA

CHATTERTON & ASSOCIATES

Mar 2021 – Mar 2023

ANAHEIM, CA

SECURIAN FINANCIAL SERVICES, INC.

Jun 2016 – Aug 2019

NEWPORT BEACH, CA

EDWARD JONES

Dec 2015 – Apr 2016

WHITTIER, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 53

Series 66

Registration record

First registered · December 11, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

XY INVESTMENT SOLUTIONS, LLC

CRD 285967 · SEC 801-118916

AUM

$133M

Regulatory assets under management

Employees

1,451 client accounts

Services offered by XY INVESTMENT SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at XY INVESTMENT SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Michael Griffiths offer?

Bradley Michael Griffiths specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOZEMAN, Montana for a consultation.

What are Bradley Michael Griffiths's credentials?

Bradley Michael Griffiths is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley Michael Griffiths located?

Bradley Michael Griffiths is based in BOZEMAN, Montana, working with XY INVESTMENT SOLUTIONS, LLC. Their office serves clients in the BOZEMAN metropolitan area and surrounding communities.

How does Bradley Michael Griffiths charge for services?

Bradley Michael Griffiths's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is XY INVESTMENT SOLUTIONS, LLC?

XY INVESTMENT SOLUTIONS, LLC has approximately 15 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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