Amanda Young is a CFP-designated registered investment advisor, based in Gilbert, AZ, with 8 years of industry experience.
Location
Gilbert, AZ
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 7 mos
Avantax Planning Partners, INC.
December 2023 - Present · 2 yrs 4 mos
Previous Registrations
Avantax Investment Services, INC.Broker
December 2023 - September 2025 · 1 yr 9 mos
Rockefeller Financial LLCBroker
November 2022 - November 2023 · 1 yr
Rockefeller Capital Management
August 2022 - November 2023 · 1 yr 3 mos
Krilogy Financial LLC
March 2019 - May 2021 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2016 - March 2019 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2016 - March 2019 · 2 yrs 11 mos
State Registrations2 states
AZMO
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.