← Tributary

YEARWOOD YOUNG ADVISORS

BROOKLYN, NY · CRD 307719 · IAPD ↗ · yy-advisors.com · 347-338-0278

$87.1MRegulatory AUM
1Advisory reps
2Employees
16Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2024 — YEARWOOD YOUNG ADVISORS notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — YEARWOOD YOUNG ADVISORS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.