Unclaimed Profile

Todd B Youngs

DOYLE WEALTH MANAGEMENT, LLC·ST. PETERSBURG, Florida

Series 7, Series 63, Series 65Clean record20 years registeredDOYLE WEALTH MANAGEMENT, LLC

100 2ND AVENUE SOUTH, ST. PETERSBURG, FL 33701CRD# 4732672Firm CRD# 134503

Profile Verification

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

Identity

Todd B Youngs · ST. PETERSBURG, FL

Registration

CRD #4732672 · DOYLE WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CORIENT

Mar 2023 – present

CI DOYLE PRIVATE WEALTH, LLC

Feb 2014 – Mar 2023

ST. PETERSBURG, FL

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Oct 2005 – Nov 2005

ST PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 14, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DOYLE WEALTH MANAGEMENT, LLC

CRD 134503 · SEC 801-64034

AUM

$1.6B

Regulatory assets under management

Employees

2,534 client accounts

Services offered by DOYLE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DOYLE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Todd B Youngs offer?

Todd B Youngs specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. PETERSBURG, Florida for a consultation.

What are Todd B Youngs's credentials?

Todd B Youngs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd B Youngs located?

Todd B Youngs is based in ST. PETERSBURG, Florida, working with DOYLE WEALTH MANAGEMENT, LLC. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.

How does Todd B Youngs charge for services?

Todd B Youngs's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DOYLE WEALTH MANAGEMENT, LLC?

DOYLE WEALTH MANAGEMENT, LLC has approximately 20 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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