Unclaimed Profile

Rosalee Stablein Young

EVART LEO H INC·REDWOOD CITY, California

Clean record32 years registeredEVART LEO H INC

3 LAGOON DRIVE, REDWOOD CITY, CA 94065CRD# 4388968Firm CRD# 110263

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rosalee Stablein Young · REDWOOD CITY, CA

Registration

CRD #4388968 · EVART LEO H INC · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EVART LEO H INC

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

Jul 2014 – May 2022

REDWOOD CITY, CA

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

Jan 1994 – Dec 2008

SAN MATEO, CA

Registrations & Exams

Registration record

First registered · January 31, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEO H. EVART, INC.

CRD 110263 · SEC 801-42861

AUM

$216M

Regulatory assets under management

Employees

656 client accounts

Services offered by LEO H. EVART, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEO H. EVART, INC. →

Introduction

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Frequently Asked Questions

What services does Rosalee Stablein Young offer?

Rosalee Stablein Young specializes in Financial Planning, Investment Management.

What are Rosalee Stablein Young's credentials?

Rosalee Stablein Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rosalee Stablein Young located?

Rosalee Stablein Young is based in REDWOOD CITY, California, last registered with EVART LEO H INC.

How does Rosalee Stablein Young charge for services?

Rosalee Stablein Young's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVART LEO H INC?

EVART LEO H INC has approximately 2 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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