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Katherine Yearwood Young

YEARWOOD YOUNG ADVISORS LLC·BROOKLYN, New York
Clean recordYEARWOOD YOUNG ADVISORS LLC
195 MONTAGUE STREET, BROOKLYN, NY 11201CRD# 4983770Firm CRD# 307719

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Yearwood Young · BROOKLYN, NY
Registration
CRD #4983770 · YEARWOOD YOUNG ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katherine Yearwood Young is a registered financial advisor based in BROOKLYN, New York, affiliated with YEARWOOD YOUNG ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
YEARWOOD YOUNG ADVISORS LLC
YEARWOOD YOUNG ADVISORS
AUM
$66M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at YEARWOOD YOUNG ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4983770
Firm CRD# 307719
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Katherine Yearwood Young offer?
Katherine Yearwood Young specializes in Financial Planning, Investment Management. Contact their office in BROOKLYN, New York for a consultation.
What are Katherine Yearwood Young's credentials?
Katherine Yearwood Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Yearwood Young located?
Katherine Yearwood Young is based in BROOKLYN, New York, working with YEARWOOD YOUNG ADVISORS LLC. Their office serves clients in the BROOKLYN metropolitan area and surrounding communities.
How does Katherine Yearwood Young charge for services?
Katherine Yearwood 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 YEARWOOD YOUNG ADVISORS LLC?
YEARWOOD YOUNG ADVISORS LLC has approximately 2 employees and manages $66M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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