Unclaimed Profile

William Lee Young

MONITOR CLIPPER PARTNERS, LLC·BOSTON, Massachusetts

MONITOR CLIPPER PARTNERS, LLC

116 HUNTINGTON AVENUE, 9TH FLOOR, BOSTON, MA 02116CRD# 6026115Firm CRD# 157675

Profile Verification

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

Identity

William Lee Young · BOSTON, MA

Registration

CRD #6026115 · MONITOR CLIPPER PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

William Lee Young is a registered financial advisor based in BOSTON, Massachusetts, affiliated with MONITOR CLIPPER PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with William

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

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

Firm Overview

Firm

MONITOR CLIPPER PARTNERS, LLC

AUM

$4M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MONITOR CLIPPER PARTNERS, LLC →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Other: SEE SCHEDULE D - MISCELLANEOUS

Regulatory

SEC/IARD CRD# 6026115

Firm CRD# 157675

View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

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

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Lee Young offer?

William Lee Young specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.

What are William Lee Young's credentials?

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

Where is William Lee Young located?

William Lee Young is based in BOSTON, Massachusetts, working with MONITOR CLIPPER PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does William Lee Young charge for services?

William Lee Young's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONITOR CLIPPER PARTNERS, LLC?

MONITOR CLIPPER PARTNERS, LLC has approximately 10 employees and manages $4M 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 →