Marianne Poon is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with XY INVESTMENT SOLUTIONS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| XY INVESTMENT SOLUTIONS, LLC | 2024-12-03 | present | Yes |
| WOODMONT FINANCIAL PARTNERS LLC | 2024-05-16 | 2025-01-16 | — |