Theresa Young, financial advisor Farmington Hills MI
93 score

Theresa Young

CRD Number: 1394462
Current Firm: Morgan Stanley

Theresa Young (CRD# 1394462) is an Investment Advisor Representative working at Morgan Stanley in Farmington Hills, MI and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Southfield, MI Jun 2009 - Current 7
Citigroup Global Markets Inc. Southfield, MI Apr 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
Contact Info for Theresa S. Young
Phone Number: 914-225-5510
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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