Patrick G. Diamond
XYPN INVEST
North Kingstown, RI 02852
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CRD#: 6533658
Professional summary
Patrick Gannon Diamond, CFP® is a registered financial advisor currently at XYPN INVEST located in North Kingstown, Rhode Island.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Patrick has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1.) NAME OF OBA: ATTORNEY LICENSED TO PRACTICE IN NEW YORK STATE; ADDRESS OF OBA: N/A; NATURE: I AM LICENSED TO PRACTICE LAW IN NEW YORK STATE BUT CURRENTLY DO NOT PRACTICE; INVESTMENT RELATED: NO; TITLE WITH OBA: ATTORNEY; DUTIES: NO CURRENT DUTIES. I AM LICENSED TO PRACTICE LAW IN NEW YORK STATE BUT CURRENTLY DO NOT PRACTICE; START DATE: LICENSE RENEWED 12/20/2021; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: BOOK AUTHOR AND RELATED SPEAKING ENGAGEMENTS; ADDRESS OF OBA: SMITHFIELD, RI 02917; NATURE: BOOK AUTHOR AND RELATED SPEAKING ENGAGEMENTS; INVESTMENT RELATED: YES; TITLE WITH OBA: BOOK AUTHOR/SPEAKER; DUTIES: MARKETING BOOK THRU SALES AND SPEAKING ENGAGEMENTS; START DATE: 11/01/2022; APPROX. NUMBER OF HOURS/MONTH: TBD; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: TBD (3.) NAME OF OBA: BOARD MEMBER OF THE JOHN D. MCGONAGLE FOUNDATION; ADDRESS OF OBA: NEWINGTON, NH 03801; NATURE: NON-PROFIT BOARD; INVESTMENT RELATED: NO; TITLE WITH OBA: NON-PROFIT BOARD MEMBER; DUTIES: EVALUATE OTHER NON-PROFITS THAT SUBMIT GRANT APPLICATIONS; START DATE: 10/30/2023; APPROX. NUMBER OF HOURS/MONTH: 10+; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 (4.) NAME OF OBA: RHODE ISLAND FOUNDATION PROFESSIONAL ADVISORY COMMITTEE; ADDRESS OF OBA: SMITHFIELD, RI 02917; NATURE: VOLUNTEER; INVESTMENT RELATED: NO; TITLE WITH OBA: VOLUNTEER; DUTIES: PROVIDE INSIGHT AND ASSISTANCE; START DATE: 03/01/2024; APPROX. NUMBER OF HOURS/MONTH: TBD; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: TBD
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Gannon Diamond's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2022
Experience
Current
October 9, 2025 - Present
XYPN INVEST
Office #1: 16 W Main Street, North Kingstown, RI 02852RIA
CRD#: 285967
North Kingstown, RI
Past
September 18, 2020 - August 13, 2025
WEALTH MANAGEMENT RESOURCES, INC.
RIA
CRD#: 45452
SMITHFIELD, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
XI
XYPN INVEST
ADELPHI LLC | XYPN SAPPHIRE | XYPN INVEST | XYIS | XY INVESTMENT SOLUTIONS, LLC | WINDJAMMER WEALTH | WEALTHPEACE | WEALTH MANAGEMENT OF ALABAMA | VITA WEALTH MANAGEMENT | VERBATIM FINANCIAL | TURNING POINT FINANCIAL LIFE PLANNING | TROPHY POINT FINANCIAL PLANNING | TENERE WEALTH ADVISORS | TEN RING WEALTH ADVISORS | STRINGER ASSET MANAGEMENT, LLC | SCHOLAR FINANCIAL | REFRESH WEALTH | QUIET WEALTH | PURPOSEFUL MONEY | ONYX FINANCIAL | NEWLEAF FINANCIAL GUIDANCE | MOMENTOUS WEALTH ADVISORS | MERION PERSONAL FINANCE | LIGHTHOUSE PLANNING | J.B. WEALTH STRATEGIES | INTREPID FINANCIAL SERVICES | HUNDRED FINANCIAL PLANNING | EVIDENTIA WEALTH ADVISORS | ELATION WEALTH, LLC | DISCOVERY WEALTH MANAGEMENT | DELTA LAKE WEALTH MANAGEMENT LLC | CONLEY CAPITAL MANAGEMENT | CLEAR SKIES PLANNING & WEALTH STRATEGIES, INC | CLEAR SKIES PLANNING | CHARLES MICHAEL FINANCIAL | CAROLINA WEALTH PLANNERS | BIRDIE RETIREMENT PLANNING | BEECHMONT FINANCIAL | ARDENT GUARDIAN WEALTH ADVISORY | ADELPHI WEALTH ADVISORY
CRD#: 285967 / SEC#: 801-118916
RIA
Registered Investment Advisory firm - (6/12/2020 Approved)Connecticut
Registered Investment Advisory firm - (6/23/2020 Terminated)Illinois
Registered Investment Advisory firm - (6/19/2020 Terminated)Montana
Registered Investment Advisory firm - (6/19/2020 Terminated)North Carolina
Registered Investment Advisory firm - (6/22/2020 Terminated)Texas
Registered Investment Advisory firm - (6/19/2020 Terminated)Virginia
Registered Investment Advisory firm - (6/26/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Rhode Island(10/9/2025)
Current Firm
XI
XYPN INVEST
ADELPHI LLC | XYPN SAPPHIRE | XYPN INVEST | XYIS | XY INVESTMENT SOLUTIONS, LLC | WINDJAMMER WEALTH | WEALTHPEACE | WEALTH MANAGEMENT OF ALABAMA | VITA WEALTH MANAGEMENT | VERBATIM FINANCIAL | TURNING POINT FINANCIAL LIFE PLANNING | TROPHY POINT FINANCIAL PLANNING | TENERE WEALTH ADVISORS | TEN RING WEALTH ADVISORS | STRINGER ASSET MANAGEMENT, LLC | SCHOLAR FINANCIAL | REFRESH WEALTH | QUIET WEALTH | PURPOSEFUL MONEY | ONYX FINANCIAL | NEWLEAF FINANCIAL GUIDANCE | MOMENTOUS WEALTH ADVISORS | MERION PERSONAL FINANCE | LIGHTHOUSE PLANNING | J.B. WEALTH STRATEGIES | INTREPID FINANCIAL SERVICES | HUNDRED FINANCIAL PLANNING | EVIDENTIA WEALTH ADVISORS | ELATION WEALTH, LLC | DISCOVERY WEALTH MANAGEMENT | DELTA LAKE WEALTH MANAGEMENT LLC | CONLEY CAPITAL MANAGEMENT | CLEAR SKIES PLANNING & WEALTH STRATEGIES, INC | CLEAR SKIES PLANNING | CHARLES MICHAEL FINANCIAL | CAROLINA WEALTH PLANNERS | BIRDIE RETIREMENT PLANNING | BEECHMONT FINANCIAL | ARDENT GUARDIAN WEALTH ADVISORY | ADELPHI WEALTH ADVISORY
CRD#: 285967 / SEC#: 801-118916
RIA
Registered Investment Advisory firm - (6/12/2020 Approved)Connecticut
Registered Investment Advisory firm - (6/23/2020 Terminated)Illinois
Registered Investment Advisory firm - (6/19/2020 Terminated)Montana
Registered Investment Advisory firm - (6/19/2020 Terminated)North Carolina
Registered Investment Advisory firm - (6/22/2020 Terminated)Texas
Registered Investment Advisory firm - (6/19/2020 Terminated)Virginia
Registered Investment Advisory firm - (6/26/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
24 E. Main Street, Bozeman, MT 59715
Mailing Address
Phone number
(360) 301-7579
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,539 |
| AUM (Assets Under Management) | $ 321,042,677 |
Red Flags
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Company Information
XYPN INVEST
CRD#: 285967North Kingstown, RI 02852TRUST BUT VERIFY
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