Brian
Young

Royal Alliance Associates, Inc

CRD#1756411
Investment Advisor
in Honolulu, HI

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About this Advisor

Brian Young is a financial advisor based in Honolulu, Hawaii, who has been in the advisory business for 12 years. Young is on the advisory team at Royal Alliance Associates, Inc. During their career, the advisor has held roles at Signator Investors Inc and Royal Alliance Associates, Inc. Young has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Hawaii. Royal Alliance Associates, Inc is a financial advisory firm that has its headquarters in Honolulu, Hawaii. It has offices in 905 locations and a total of 3,849 employees. It has $28 billion in total assets between its 112,286 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 134 charities and foundations. Of its 112,286 accounts, 18% are associated with high-net-worth investors who have more than $1 million in assets. Royal Alliance Associates, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Royal Alliance Associates, Inc can consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1585 Kapiolani Boulevard Suite 1700
Honolulu, HI 96814

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$28,249,401,040

HI Average: $10,121,009,343
Total Number of Employees

3,849

HI Average: 92
Total Number of Accounts

112,286

HI Average: 6,978
Average Account Size

$251,584

HI Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brian Young Work History

Brian has 12 years of experience.

2018 - Present (4 years)

Royal Alliance Associates, Inc

2010 - 2018 (8 years)

Signator Investors Inc

Disclosures

Brian Young has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

John Franzago
West Dennis, MA
Grant Hartwell
Torrance, CA
Donna Tso
Honolulu, HI
Terry Nordmeyer
Kankakee, IL
Maja Stojanovic
Wakefield, MA
Kathryn Higgins
Fairport, NY
Russell Munn
Henrico, VA
Blake Harper
Lafayette, LA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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