Robert Young, financial advisor Greenwood Village CO

Robert Young

CRD Number: 7064580
Current Firm: Fidelity Personal And Workplace Advisors

Robert Young (CRD# 7064580) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Greenwood Village, CO Jan 2019 - Current 4
Unemployed Los Angeles, CA Aug 2018 - Dec 2018 < 1
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Unemployed Los Angekles, CA Feb 2016 - Sep 2017 1
Extreme Reach Talent Inc. Los Angeles, CA Jan 2016 - Jan 2016 < 1
Unemployed Los Angeles, CO Apr 2015 - Dec 2015 < 1
1099 Vo Job Los Angeles, CA Mar 2015 - Mar 2015 < 1
1099 Vo Job Los Angeles, CA Jan 2015 - Jan 2015 < 1
Extreme Reach Talent Inc. Los Angeles, CO Dec 2014 - Dec 2014 < 1
Unemployed Los Angeles, CA Jul 2014 - Nov 2014 < 1
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2019
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Robert S. Young
Phone Number: 617-563-7000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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