Andrew Almeida is a CFA, CFP-designated registered investment advisor at Xypn Invest, based in Sayville, NY, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 705 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
XY Investment Solutions offers investment management services for a fee based on a percentage of your portfolio. The fee can be up to 1.5% per year. The specific fee is negotiable and detailed in your investment advisory agreement.
Location
Sayville, NY
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Regulatory History (1)
Judgment / Lien
August 2024Employment History
Current Registrations
Xypn Invest
Previous Registrations
Go Cio
Go Cio
Goalvest Advisory LLC
City National Rochdale
Rim Securities LLCBroker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Oppenheimer & CO. INC.Broker
Chase Investment Services CORP.Broker
Gunnallen Financial, INCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.