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Todd David Young

Investment adviser representative at Franklin Street Advisors Inc.
13 yearsExperience
1 stateRegistered in
$4.5BFirm assets
35 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Franklin Street Advisors, Inc.Oct 2017 to now
  2. Echelon Point Advisors, LLCJan 2017 to Oct 2017
  3. Kdi Capital Partners LLCApr 2013 to Dec 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (NC).

Franklin Street Advisors Inc.

Legal name: Franklin Street Advisors, Inc.

$4.5BAssets managed
413Clients
15Advisers
35 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
6500336
Firm CRD
106275
Advisor's SEC record (opens in a new tab)
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