Unclaimed Profile

Donald W. Young

STONEBRIDGE CAPITAL ADVISORS LLC·ST. PAUL, Minnesota

Clean recordSTONEBRIDGE CAPITAL ADVISORS LLC

2550 UNIVERSITY AVENUE WEST, ST. PAUL, MN 55114-1017CRD# 4363432Firm CRD# 111447

Profile Verification

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

Identity

Donald W. Young · ST. PAUL, MN

Registration

CRD #4363432 · STONEBRIDGE CAPITAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Donald W. Young is a registered financial advisor based in ST. PAUL, Minnesota, affiliated with STONEBRIDGE CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Donald

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

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

Firm Overview

Firm

STONEBRIDGE CAPITAL ADVISORS LLC

AUM

$2.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STONEBRIDGE CAPITAL ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4363432

Firm CRD# 111447

View on FINRA BrokerCheck →

Looking for a financial advisor in ST. PAUL?

Browse all registered financial advisors in ST. PAUL, Minnesota or claim this profile if it's yours.

Browse ST. PAUL Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Donald W. Young offer?

Donald W. Young specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ST. PAUL, Minnesota for a consultation.

What are Donald W. Young's credentials?

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

Where is Donald W. Young located?

Donald W. Young is based in ST. PAUL, Minnesota, working with STONEBRIDGE CAPITAL ADVISORS LLC. Their office serves clients in the ST. PAUL metropolitan area and surrounding communities.

How does Donald W. Young charge for services?

Donald W. Young'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 STONEBRIDGE CAPITAL ADVISORS LLC?

STONEBRIDGE CAPITAL ADVISORS LLC has approximately 28 employees and manages $2.0B 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 →