Young Richard C & Co Ltd

Young Richard C & Co Ltd (CRD# 105866) is a financial advisory firm headquartered in Newport, RI. They manage $927,538,515 in 1,270 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    928
    MILLION
  • Total Number of Accounts
    1,270
    ACCOUNTS
  • Average Account Value
    $730,345
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Young Richard C & Co Ltd
Showing 1 - 9 of 9 top financial advisors.
1
James H. Boxma
CRD#: 5526260
500 5th Avenue South #502, Naples, FL 34102
93
Wealthminder
score

James Boxma (CRD# 5526260) is an Investment Advisor Representative working at Young Richard C & Co Ltd in Naples, FL and has over 9 years of experience in the finance industry.

2
Karen S. Curry
CRD#: 5706288
500 Fifth Avenue South, Suite 502, Naples, FL 34102
93
Wealthminder
score

Karen Curry (CRD# 5706288) is an Investment Advisor Representative working at Young Richard C & Co Ltd in Naples, FL and has over 8 years of experience in the finance industry.

3
Amy L. Evans
CRD#: 4725208
500 5th Avenue South #502, Naples, FL 34102
93
Wealthminder
score

Amy Evans (CRD# 4725208) is an Investment Advisor Representative working at Young Richard C & Co Ltd in Naples, FL and has over 14 years of experience in the finance industry.

4
Jeremy D. Jones
CRD#: 4821422
98 William Street, Newport, RI 02840
93
Wealthminder
score

Jeremy Jones (CRD# 4821422) is an Investment Advisor Representative working at Young Richard C & Co Ltd in Newport, RI and has over 13 years of experience in the finance industry.

5
Edward J. Smith
CRD#: 2878281
Richard C. Young & Co., Ltd., Newport, RI 02840
93
Wealthminder
score

Edward Smith (CRD# 2878281) is an Investment Advisor Representative working at Young Richard C & Co Ltd in Newport, RI and has over 20 years of experience in the finance industry.

6
Christopher J. Stack
CRD#: 3109402
98 William Street, Newport, RI 02840
93
Wealthminder
score

Christopher Stack (CRD# 3109402) is an Investment Advisor Representative working at Young Richard C & Co Ltd in Newport, RI and has over 19 years of experience in the finance industry.

7
Allison K. Young
CRD#: 3215304
500 Fifth Avenue, Suite 502, Naples, FL 34102
93
Wealthminder
score

Allison Young (CRD# 3215304) is an Investment Advisor Representative working at Young Richard C & Co Ltd in Naples, FL and has over 18 years of experience in the finance industry.

8
Matthew A. Young
CRD#: 2257617
500 Fifth Avenue, Suite 502, Naples, FL 34102
93
Wealthminder
score

Matthew Young (CRD# 2257617) is an Investment Advisor Representative working at Young Richard C & Co Ltd in Naples, FL and has over 25 years of experience in the finance industry.

9
Richard C. Young
CRD#: 475131
98 William Street, Newport, RI 02840
87
Wealthminder
score

Richard Young (CRD# 475131) is an Investment Advisor Representative working at Young Richard C & Co Ltd in Newport, RI and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.