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YOUNG RICHARD C & CO LTD
YOUNG RICHARD C & CO LTD
NEWPORT, Rhode Island
·
5 registered advisors
·
CRD# 105866
SEC# 801-35765
1
401-849-2137
01
Firm Overview
AUM
$1.4B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at YOUNG RICHARD C & CO LTD
5 registered advisors
Amy Lynn Evans
NEWPORT, Rhode Island
CRD# 4725208
Christopher John Stack
NEWPORT, Rhode Island
CRD# 3109402
Jeremy David Jones
NEWPORT, Rhode Island
CRD# 4821422
Matthew Alexander Young
NEWPORT, Rhode Island
CRD# 2257617
Richard Carlyle Young
NEWPORT, Rhode Island
CRD# 475131
05
Office Locations
NEWPORT, Rhode Island
5 advisors
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Data sourced from SEC Form ADV filings. YOUNG RICHARD C & CO LTD (CRD# 105866) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.