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Marya Changizi Young

Lido

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About Marya Changizi Young

Marya Changizi Young is a financial advisor with over 20 years of experience in the financial services industry. Marya currently works at Lincoln Investment, Capital Analysts, and Shore Morgan Young Wealth Strategies. Marya is registered to provide investment advice in Florida, Kentucky, Michigan, and Ohio. Marya has a Series 7, Series 63, and SIE license and offers financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Marya Young is currently registered with Lido. LIDO is an investment advisor based in Los Angeles, California. They manage approximately $19.66 billion in assets for clients including corporations, individuals, high-net-worth individuals, investment companies, charitable organizations, and ERISA pooled plans. They provide financial planning, portfolio management, and educational seminars. They also select other advisors for their clients.
Lido

29 South High Street

New Albany, OH 43054

$19.66B

Assets Under Management

26

Total Clients

150

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Marya Young’s Registration & Firm History

OH

10/10/2024 - Present

Lido (New Albany OH)

OH

04/29/2011 - 06/01/2012

CAPITAL ANALYSTS, INCORPORATED (WORTHINGTON OH)

OH

11/07/2005 - 05/02/2011

FSC SECURITIES CORPORATION (WORTHINGTON OH)

IN

08/19/2002 - 11/09/2005

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

08/19/2002 - 11/09/2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 4/26/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marya Changizi Young.
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