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Charles P Young

Bleakley Financial Group, LLC

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About Charles P Young

Charles Young is a financial advisor with Bleakley Financial Group, LLC, a Registered Investment Advisor firm in Fairfield, NJ. Charles has been in the financial services industry since 2019. Charles has a Series 66 license, as well as Series 7 and SIE licenses. Charles has a strong background in providing financial advice to individuals and businesses. Charles's focus is on helping clients reach their financial goals.

Firm Information

Charles Young is currently registered with Bleakley Financial Group, LLC. Bleakley Financial Group, LLC is an independent financial advisory firm with over $9 billion in assets under management. The firm offers a range of services, including financial planning, portfolio management, pension consulting, and educational seminars. Bleakley serves individuals, families, businesses, and institutions. The firm is headquartered in Fairfield, NJ, and has over 80 licensed agents and advisors.
Bleakley Financial Group, LLC

100 PASSAIC AVENUE

FAIRFIELD, NJ 07004

$9.18B

Assets Under Management

15

Total Clients

71

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-investment consulting/implementation services

Non-investment consulting/implementation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Young’s Registration & Firm History

NJ

07/15/2022 - Present

Bleakley Financial Group, LLC (FAIRFIELD NJ)

NJ

07/22/2019 - 08/05/2020

EQUITABLE ADVISORS, LLC (MORRISTOWN NJ)

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Licenses & Designations

BOTH

Issued 09/10/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles P Young.
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