MY
MY

Michael David Young

6 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
430 clients
Average Client Portfolio
$657K average
Assets Under Management
$282.5M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
Loading...

Location

400 Stokes Rd, Medford, NJ, 08055

Get directions

History

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 →
Other Business Activities

Michael is a Financial Planning Associate at Redwood Wealth Management Group, focusing on client relations. This takes about 10-20% of his time.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2024 - Present · 1 yr 9 mos
Redwood Wealth Management Group, LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Eagle Strategies LLC
January 2024 - March 2024 · 2 mos
Nylife Securities LLCBroker
April 2022 - March 2024 · 1 yr 11 mos
LPL Financial LLC
July 2019 - April 2022 · 2 yrs 9 mos
LPL Financial LLCBroker
December 2018 - April 2022 · 3 yrs 4 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.