David Young, financial advisor Bellevue WA

David Young

CRD Number: 2960150
Current Firm: Summit Family Office Services, LLC

David Young (CRD# 2960150) is an Investment Advisor Representative working at Summit Family Office Services, LLC in Bellevue, WA and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Deskless Workers, Inc. Seattle, WA Dec 2016 - Current 7
Summit Family Office Services, LLC Kirkland, WA May 2014 - Current 9
Summit Private Consulting Group Kirkland, WA Jun 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S65 NASAA Investment Advisors Law Examination Sep 1999
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for David W. Young
Phone Number: 425-922-8692
Registered State(s):
  • WA
Current Firm Details
Summit Family Office Services, LLC
Firm's CRD Number: 171313
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $148,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WA

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