Cheryl Young, financial advisor Palo Alto CA
86 score

Cheryl Young

CRD Number: 3065471
Current Firm: Morgan Stanley

Cheryl Young (CRD# 3065471) is an Investment Advisor Representative working at Morgan Stanley in Palo Alto, CA and has over 18 years of experience in the finance industry. Cheryl Young has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Los Gatos, CA Oct 2012 - Current 4
Young & Associates, Private Wealth Strategies Campbell, CA Nov 2011 - Oct 2012 < 1
Insurance - Non-variable Campbell, CA Dec 2009 - Oct 2012 2
Support Company Campbell, CA Nov 2009 - Oct 2012 2
Raymond James Financial Services Campbell, CA Jul 2009 - Oct 2012 3
Raymond James Financial Serivces Advisors, Inc. Campbell, CA Jul 2009 - Oct 2012 3
Ubs Financial Services Inc. San Jose, CA Nov 2010 - Nov 2010 < 1
American Express Financial Advisors Inc. Campbell, CA May 1998 - Jul 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Dec 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Cheryl L. Young
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • IL
  • 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
86

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