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Lindsey Carolyn Young

Quiet Wealth

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About Lindsey Carolyn Young

Lindsey Young is a registered investment advisor representative with Quiet Wealth. Lindsey has been in the industry for over 17 years and is licensed to provide investment advice in the District of Columbia, Maryland, Massachusetts, Texas, and Virginia. Lindsey has a Series 7, Series 63, and Series 65 license. Lindsey has worked for a number of financial institutions, including Credit Suisse Securities (USA) LLC and Bear, Stearns & Co. Inc. Lindsey specializes in portfolio management for trusts and endowments, business consulting and exit planning services, and providing financial planning services. Lindsey has a strong track record of success in helping her clients achieve their financial goals.

Firm Information

Lindsey Young is currently registered with Quiet Wealth. Quiet Wealth LLC is a registered investment advisor based in . They provide financial planning, portfolio management for individuals, and educational seminars. Their services focus on trusts and endowments, business consulting, and exit planning. The firm manages $3,542,386 in regulatory assets for 13 accounts.

$3.54M

Assets Under Management

25

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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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for trusts and endowments; business consulting and exit planning services

Portfolio management for trusts and endowments; business consulting and exit planning 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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Lindsey Young’s Registration & Firm History

MD

09/15/2020 - Present

Quiet Wealth (BALTIMORE MD)

CA

10/25/2005 - 09/25/2012

CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)

NY

01/01/2005 - 06/28/2005

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/27/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lindsey Carolyn Young.
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