TrueAdvisor
TrueAdvisor
AA
CFP
AA
CFP

Andrew Michael Almeida

Xypn Invest
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
Xypn Invest
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
325 clients
Average Client Portfolio
$988K average
Assets Under Management
$321.0M

Fee Structure

Minimum Investment:None

Location

Sayville, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Xypn Invest
March 2025 - Present · 11 mos
Previous Registrations
Go Cio
January 2023 - December 2023 · 11 mos
Go Cio
September 2020 - December 2022 · 2 yrs 3 mos
Goalvest Advisory LLC
October 2019 - November 2019 · 1 mo
City National Rochdale
July 2014 - March 2017 · 2 yrs 8 mos
Rim Securities LLCBroker
July 2014 - March 2017 · 2 yrs 8 mos
Advisors Asset Management, INC.
February 2012 - April 2014 · 2 yrs 2 mos
Advisors Asset Management, INC.Broker
February 2012 - April 2014 · 2 yrs 2 mos
Oppenheimer & CO. INC.Broker
May 2010 - June 2010 · 1 mo
Chase Investment Services CORP.Broker
October 2008 - May 2010 · 1 yr 7 mos
Gunnallen Financial, INCBroker
November 2007 - March 2008 · 4 mos
State Registrations2 states
MTNY
Advisor
Exams
No exam information available for this advisor.