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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Young is a financial advisor registered with Ritholtz Wealth Management and holds active Series 63, 65 and 7 licenses, along with the Series 6 and SIE exams. Kevin has a strong track record of providing financial guidance to individuals, businesses, and organizations, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. Kevin previously worked for Northwestern Mutual Investment Services, LLC and CRT Capital Group LLC. He is a Certified Financial Planner and is well-equipped to help clients develop and execute comprehensive financial plans, including investment management, retirement planning, and estate planning. Kevin also has expertise in providing investment advice and guidance for businesses and individuals, including portfolio management, selection of other advisors, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Good advice; liftoff - automated advisory services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
02/28/2024 - Present
Ritholtz Wealth Management (NEW YORK NY)
CT
09/21/2015 - 02/17/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Norwalk CT)
CT
03/31/2009 - 08/17/2015
CRT CAPITAL GROUP LLC (STAMFORD CT)
MA
09/22/2006 - 04/01/2009
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IA
Issued 11/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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