Brantley Young, financial advisor Westlake TX

Brantley Young

CRD Number: 6653806
Current Firm: Fidelity Personal And Workplace Advisors

Brantley Young (CRD# 6653806) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Westlake, TX Aug 2021 - Current < 1
Goldman Sachs & Company LLC New York, NY Jan 2021 - Jul 2021 < 1
The Ayco Company, L.p./mercer Allied Dallas, TX Nov 2019 - Jan 2021 1
Usaa Financial Advisors Inc. Addison, TX Jan 2019 - Nov 2019 < 1
Usaa Investment Management Company Addison, TX Jan 2019 - Nov 2019 < 1
K-force Addison, TX Jan 2019 - Nov 2019 < 1
Signature Consultants Richardson, TX Oct 2018 - Jan 2019 < 1
Fisher Investments Plano, TX Feb 2018 - Sep 2018 < 1
The Prudential Insurance Company Of America Irving, TX Oct 2017 - Jan 2018 < 1
Pruco Securities, LLC Irving, TX Jun 2017 - Jan 2018 < 1
Dallas Baptist Univeristy Dallas, TX Aug 2013 - May 2017 3
Axa Dallas, TX May 2016 - Mar 2017 < 1
The National Bank Of Texas Hurst, TX Jun 2015 - Jul 2015 < 1
The National Bank Of Texas Fort Worth, TX May 2014 - Aug 2014 < 1
North Lake College Irving, TX May 2011 - Aug 2014 3
Virtue I.t. Dallas, TX May 2013 - Aug 2013 < 1
New Tech High At Coppell Coppell, TX Aug 2009 - May 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2017
S65 NASAA Investment Advisors Law Examination Jul 2018
Contact Info for Brantley M. Young
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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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