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William Matthew Young

Criticalpoint Partners LLC

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About William Matthew Young

William Young is a financial professional with over 20 years of experience in the securities industry. He has a strong track record of success in providing investment advice and wealth management services to clients. William currently works at Criticalpoint Partners LLC where he is registered with FINRA. Previously, William was employed by BA Securities, LLC and Bear Stearns & Co. Inc. William holds several industry licenses, including Series 7, Series 24, Series 63, Series 79 and the SIE exam. He is a registered representative in several states including Arkansas, California, Florida, Massachusetts, Missouri, Ohio and Texas.

Firm Information

William Young is currently registered with Criticalpoint Partners LLC. Criticalpoint Partners LLC is a Limited Liability Company formed on May 31, 2012. The firm is registered in Arkansas, California, Colorado, Florida, Kansas, Massachusetts, Michigan, Missouri, North Carolina, Ohio, and Texas. They have also received one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

29

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.

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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William Young’s Registration & Firm History

CA

10/03/2022 - Present

Criticalpoint Partners LLC (EL SEGUNDO CA)

CA

07/02/2013 - 10/31/2022

BA SECURITIES, LLC (MANHATTAN BEACH CA)

NY

09/27/2000 - 08/09/2001

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

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Licenses & Designations

BC

Issued 09/06/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/23/2022

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2013

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 09/26/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Matthew Young. Review regulatory record here.
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