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Fugitt Zachry Young

Northwestern Mutual Investment Services, LLC

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About Fugitt Zachry Young

Fugitt Young is a registered investment advisor representative with Northwestern Mutual Investment Services, LLC. Fugitt has been in the financial services industry since 2011. Fugitt is licensed in numerous states and holds the Series 6, 7, 26, 63, 65 and 79 licenses. Fugitt earned the SIE license in 2018. Fugitt has previous experience with Blackstone Advisory Partners L.P. and has experience with variable life, health, and disability insurance products. Fugitt may earn commissions from insurance companies not affiliated with Northwestern Mutual.

Firm Information

Fugitt Young is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

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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investment research; referrals to other advisers

Investment research; referrals to other advisers

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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other

Referral fees

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Fugitt Young’s Registration & Firm History

GA

04/18/2014 - Present

Northwestern Mutual Investment Services, LLC (Atlanta GA)

NY

03/07/2011 - 06/10/2011

BLACKSTONE ADVISORY PARTNERS L.P. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/12/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/24/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/05/2011

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fugitt Zachry Young.
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