Unclaimed Profile

Kathryn O. Marbert

RICHARD YOUNG ASSOCIATES, LTD.·AUGUSTA, Georgia

Clean recordRICHARD YOUNG ASSOCIATES, LTD.

205 HUDSON TRACE, AUGUSTA, GA 30907CRD# 5544288Firm CRD# 126124

Profile Verification

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

Identity

Kathryn O. Marbert · AUGUSTA, GA

Registration

CRD #5544288 · RICHARD YOUNG ASSOCIATES, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kathryn O. Marbert is a registered financial advisor based in AUGUSTA, Georgia, affiliated with RICHARD YOUNG ASSOCIATES, LTD.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Kathryn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kathryn is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

RICHARD YOUNG ASSOCIATES, LTD.

AUM

$837M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RICHARD YOUNG ASSOCIATES, LTD. →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5544288

Firm CRD# 126124

View on FINRA BrokerCheck →

Looking for a financial advisor in AUGUSTA?

Browse all registered financial advisors in AUGUSTA, Georgia or claim this profile if it's yours.

Browse AUGUSTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kathryn O. Marbert offer?

Kathryn O. Marbert specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in AUGUSTA, Georgia for a consultation.

What are Kathryn O. Marbert's credentials?

Kathryn O. Marbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathryn O. Marbert located?

Kathryn O. Marbert is based in AUGUSTA, Georgia, working with RICHARD YOUNG ASSOCIATES, LTD.. Their office serves clients in the AUGUSTA metropolitan area and surrounding communities.

How does Kathryn O. Marbert charge for services?

Kathryn O. Marbert's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RICHARD YOUNG ASSOCIATES, LTD.?

RICHARD YOUNG ASSOCIATES, LTD. has approximately 15 employees and manages $837M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →