Curtis
Young

Raymond James & Associates, Inc

CRD#1176550
Investment Advisor
in Seattle, WA
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About this Advisor

Curtis Young is a certified financial planner who lives in Seattle, Washington. Currently an investment advisor at Raymond James & Associates, Inc, they have accrued 11 years of practice in the financial advisory industry. Young holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Young is registered to work with clients based out of Washington. Over the course of their career, Young has held roles at Raymond James & Associates, Inc, Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Raymond James & Associates, Inc is based out of Seattle, Washington, and has 422 other locations throughout the country. Overall, Raymond James & Associates, Inc manages $143 billion in assets across 472,443 accounts and retains more than 13,277 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 394,071 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Raymond James & Associates, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1201 3Rd Avenue Suite 5350
Seattle, WA 98101

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

WA Average: $1,855,561,029
Total Number of Employees

14,205

WA Average: 62
Total Number of Accounts

591,180

WA Average: 2,474
Average Account Size

$297,807

WA Average: $750,025

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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
  • Other

Curtis Young Work History

Curtis has 11 years of experience.

2017 - Present (2 years)

Raymond James & Associates, Inc

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2009 - 2017 (8 years)

Morgan Stanley Smith Barney

2007 - 2017 (10 years)

Morgan Stanley & Co., Inc

Disclosures

Curtis Young has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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