Unclaimed Profile

Samantha Ann Young

LEELYN SMITH, LLC·GENEVA, Illinois

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 63, Series 65Clean record20 years registeredLEELYN SMITH, LLC

10 N. THIRD STREET, GENEVA, IL 60134CRD# 2776697Firm CRD# 110517

Profile Verification

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

Identity

Samantha Ann Young · GENEVA, IL

Registration

CRD #2776697 · LEELYN SMITH, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEELYN SMITH, LLC

LEELYN SMITH, LLC

Mar 2020 – Apr 2021

GENEVA, IL

B. C. ZIEGLER AND COMPANY

Oct 2016 – Mar 2018

CHICAGO, IL

WILLIAM BLAIR & COMPANY L.L.C.

Jul 2013 – Sep 2016

CHICAGO, IL

GENEVA INVESTMENT MANAGEMENT OF CHICAGO, LLC

Dec 2012 – Jul 2013

CHICAGO, IL

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Oct 2011

OAK BROOK, IL

CITIGROUP GLOBAL MARKETS INC.

Apr 2006 – Jun 2009

OAKBROOK TERRACE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · April 21, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEELYN SMITH, LLC

CRD 110517 · SEC 801-113460

AUM

$603M

Regulatory assets under management

Employees

1,416 client accounts

Services offered by LEELYN SMITH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

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 LEELYN SMITH, LLC →

Introduction

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Frequently Asked Questions

What services does Samantha Ann Young offer?

Samantha Ann Young specializes in Financial Planning, Investment Management, Wealth Management.

What are Samantha Ann Young's credentials?

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

Where is Samantha Ann Young located?

Samantha Ann Young is based in GENEVA, Illinois, last registered with LEELYN SMITH, LLC.

How does Samantha Ann Young charge for services?

Samantha Ann Young'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 LEELYN SMITH, LLC?

LEELYN SMITH, LLC has approximately 19 employees and manages $603M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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