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Scott Michael Malbasa

Xypn Sapphire

Bozeman, MT

Portland, OR

CRD 6401320

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Employer firm

Xypn Sapphire CRD 285967

$1.25B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Xypn Sapphire

24 E. Main Street, Bozeman, MT 59715 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-06-26
  • OR RA
    APPROVED
    Since 2025-06-26

Branch Locations

24 E. Main Street, Bozeman, MT 59715 • United States

Portland, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cordant, Inc. Portland OR 04/2014 09/2023
Empirical Wealth Management Portland OR 11/2023 06/2025
Xypn Invest Bozeman MT 06/2025 Present
Adelphi Llc Portland OR 06/2025 Present
  • 04/2014 → 09/2023
    Cordant, Inc.
    Portland, OR
  • 11/2023 → 06/2025
    Empirical Wealth Management
    Portland, OR
  • 06/2025 → Present
    Xypn Invest
    Bozeman, MT
  • 06/2025 → Present
    Adelphi Llc
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-05
  • S65 Uniform Investment Adviser Law Examination
    2015-02-05
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
VALUE PARTNERS LLC
VALIC FINANCIAL ADVISORS, INC.

Nearby Investors

TYSON HALE HUNTER
KEITH ALAN POCH
CLINTON AUGUSTINE LEGEYT

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · BOZEMAN, MT
VALUE PARTNERS LLC · BOZEMAN, MT
VALIC FINANCIAL ADVISORS, INC. · BOZEMAN, MT

More in Bozeman, MT

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