Investment adviser representative · Xypn Sapphire
Matthew A. Nadell
CRD 5631243 · Bozeman, MT
At a glance
Matthew A. Nadell is an investment adviser representative with Xypn Sapphire in Bozeman, MT, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Xypn SapphireSince July 2026Bozeman, MT · $1.3B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Matthew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Xypn Sapphire
- Andrew M. AlmeidaBozeman · Certified Financial Planner, Chartered Financial Analyst
- Christopher A. ArnoldBozeman · Certified Financial Planner
- Nathaniel D. BaimBozeman · Certified Financial Planner
- Deivanayak T. BalakrishnanBozeman · Certified Financial Planner
- Lance J. BestBozeman
- Jesse C. BiddleBozeman
- Chris BrownBozeman · Certified Financial Planner
- Tyler P. ConleyBozeman · Certified Financial Planner
Every advisor at Xypn Sapphire →Xypn Sapphire: assets, clients and custodians →Financial advisors in Bozeman, MT →Every Xypn Sapphire advisor in Bozeman →Advisor Moves: who changed firms this week →