Katherine Yearwood Young
Investment adviser representative at Yearwood Young Advisors
12 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$87.1MFirm assets
Are you Katherine Yearwood Young? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Yearwood Young Advisors LLCJan 2020 to now
- UnemployedFeb 2019 to Dec 2019
- Bessemer TrustNov 2016 to Feb 2019
- Entrustpermal (f/k/a Entrust CapitalApr 2014 to Nov 2016
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NY).
Yearwood Young Advisors
Legal name: Yearwood Young Advisors LLC
$87.1MAssets managed
24Clients
1Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4983770
- Firm CRD
- 307719