Adrian Young
Adrian Young is a registered investment advisor at Osaic Wealth, INC., based in Lancaster, PA, with 23 years of industry experience. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
275 Hess Blvd, Lancaster, PA, 17601
Get directionsHistory
Regulatory History (2)
Civil
May 2020Customer Dispute
February 2012Other Business ActivitiesSells Insurance
Adrian refers property and casualty insurance business for commissions and is a fixed insurance agent, dedicating minimal time to these activities. He also provides legal services, is a financial advisor, and is involved with several businesses and organizations, including real estate, a machine shop, and various boards.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Faithward Advisors, LLC
Previous Registrations
Sevenoneseven Capital Management
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations45 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.