YEARWOOD YOUNG ADVISORS LLC
Legal name: YEARWOOD YOUNG ADVISORS
CRD #307719 SEC #801-127793 BROOKLYN, NY 347-338-0278
SEC Registered
Total AUM
$76.1M
Discretionary
$76.1M
Employees
2
Clients
26
Accounts
49
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| YOUNG, KATHERINE, YEARWOOD | I | FOUNDER, CCO | E | Control |
| YOUNG, KATHERINE, YEARWOOD | I | FOUNDER, CCO | E | Control |
| YOUNG, KATHERINE, YEARWOOD | I | FOUNDER, CCO | E | Control |
| YOUNG, KATHERINE, YEARWOOD | I | FOUNDER, CCO | E | Control |
| YOUNG, KATHERINE, YEARWOOD | I | FOUNDER, CCO | E | Control |
| YOUNG, KATHERINE, YEARWOOD | I | FOUNDER, CCO | E | Control |
| YOUNG, KATHERINE, YEARWOOD | I | FOUNDER, CCO | E | Control |
| YOUNG, KATHERINE, YEARWOOD | I | FOUNDER, CCO | E | Control |
| YOUNG, KATHERINE, YEARWOOD | I | FOUNDER, CCO | E | Control |
Registrations
Federal
IA
Oct 8, 2025 REGISTERED
Notice Filings (3)
LA NH NY
Address
195 MONTAGUE STREET14TH FLOOR
BROOKLYN, NY 11201
United States
Phone: 347-338-0278