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Conner James Young

Baskets Capital LLC

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About Conner James Young

Conner James Young is a registered Investment Advisor Representative. Conner has been in the industry since 2016 and currently works for Baskets Capital LLC. Conner has passed the Series 66, Series 7 and SIE exams. Conner has previously worked at AXA Advisors, LLC and Purshe Kaplan Sterling Investments. Conner's areas of specialization are Portfolio Management for Individuals.

Firm Information

Conner Young is currently registered with Baskets Capital LLC. Baskets Capital LLC is an investment advisor registered with the SEC. The firm offers portfolio management for individuals. As of December 31, 2022, the firm managed $7,657,225 in assets for 52 clients, all of whom were individuals other than high-net-worth individuals. The firm is headquartered in New York, New York.

$7.66M

Assets Under Management

Not reported

Total Clients

1

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Conner Young’s Registration & Firm History

TX

06/16/2021 - Present

Baskets Capital LLC (AUSTIN TX)

TX

01/03/2020 - 09/21/2020

PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)

TX

10/07/2016 - 12/16/2019

AXA ADVISORS, LLC (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 11/03/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Conner James Young.
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