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Walter Stephen Marbert

RICHARD YOUNG ASSOCIATES, LTD.·AUGUSTA, Georgia
Series 7, Series 24, Series 63, Series 65Clean record23 years registeredRICHARD YOUNG ASSOCIATES, LTD.
205 HUDSON TRACE, AUGUSTA, GA 30907CRD# 2590560Firm CRD# 126124

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Walter Stephen Marbert · AUGUSTA, GA
Registration
CRD #2590560 · RICHARD YOUNG ASSOCIATES, LTD. · 23 years registered
Brand Profile
Not yet started
01

Career History

RICHARD YOUNG ADVISORS
Apr 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · April 29, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RICHARD YOUNG ASSOCIATES, LTD.
CRD 126124 · SEC 801-70318
AUM
$837M
Regulatory assets under management
Employees
15
4,349 client accounts
Services offered by RICHARD YOUNG ASSOCIATES, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at RICHARD YOUNG ASSOCIATES, LTD. →
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05

Frequently Asked Questions

What services does Walter Stephen Marbert offer?
Walter Stephen Marbert specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in AUGUSTA, Georgia for a consultation.
What are Walter Stephen Marbert's credentials?
Walter Stephen Marbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Walter Stephen Marbert located?
Walter Stephen 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 Walter Stephen Marbert charge for services?
Walter Stephen 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.
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