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Ty Jeffrey Young

Young Investment Advisors, Inc.

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About Ty Jeffrey Young

Ty Jeffrey Young is an investment advisor representative with Young Investment Advisors, Inc.. Ty has been in the industry since 1992, and has experience with both individual and business portfolio management. The advisor holds both Series 63 and Series 65 licenses as well as the Series 7 and Series 24 licenses. Ty also owns and operates a racing team, Team Young Racing, and provides management and consulting services to his existing companies through Y5 Management.

Firm Information

Ty Young is currently registered with Young Investment Advisors, Inc.. Young Investment Advisors, Inc. is a Registered Investment Advisor (RIA) with 1 licensed agent providing general financial advice not related to securities and portfolio management for individuals. The firm manages approximately $7,226 in assets for 6 individual clients.

$7,226

Assets Under Management

6

Total Clients

5

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.

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general financial advice not related to securities

General financial advice not related to securities

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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Ty Young’s Registration & Firm History

GA

04/16/2003 - Present

Young Investment Advisors, Inc. (ATLANTA GA)

GA

05/14/1998 - 11/13/2009

WOODSTOCK FINANCIAL GROUP, INC. (ATLANTA GA)

NY

07/18/1997 - 05/12/1998

J.C. BRADFORD & CO. (NEW YORK NY)

FL

11/27/1993 - 07/18/1997

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

NA

06/23/1993 - 10/19/1993

MERIDIAN ASSOCIATES, INC.

NY

11/27/1992 - 05/26/1993

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

CO

07/13/1992 - 07/27/1992

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 06/25/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/1999

Series 24 - General Securities Principal Examination

BC

Issued 07/10/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ty Jeffrey Young.
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