Michael David Young
Investment adviser representative at Almanack Investment Partners
10 yearsExperience
1 stateRegistered in
$945.9MFirm assets
10 yearsFirm in business
Are you Michael David 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Almanack Investment Partners, LLCApr 2026 to now
- Purshe Kaplan Sterling InvestmentsMay 2024 to now
- Redwood Wealth Management Group, LLCMar 2024 to Apr 2026
- Eagle Strategies LLCJan 2024 to Mar 2024
- Nylife Securities LLCApr 2022 to Mar 2024
- New York Life InsuranceOct 2021 to Mar 2024
- LPL Finanical LLCJul 2017 to Mar 2022
- M Financial Planning Services, IncJun 2016 to Mar 2022
- LPL Financial, LLCJun 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Almanack Investment Partners
Legal name: Almanack Investment Partners, LLC
$945.9MAssets managed
426Clients
13Advisers
10 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
- 6672961
- Firm CRD
- 282428