CY

Carl E. Young

Some features on this profile are disabled
CRD#: 1085790
CY

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Carl Everett Young JR, who also goes by (jr) Carl Everett Young, Carl Everett (jr) Young, Jay Young Jr, Jy Young Jr, was a registered financial professional .

Carl is a previously registered financial professional and started their career in finance in 1983. Carl had worked at 2 firms and has passed the Series 7, Series 4 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


(jr) Carl Everett Young | Carl Everett (jr) Young | Jay Young Jr | Jy Young Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 24, 1983 - July 20, 1992

MERITQUEST GROUP, INC.

BD
CRD#: 13669
Past

January 19, 1983 - April 18, 1983

C. L. MCKINNEY & CO., INC.

BD
CRD#: 2735

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MG
MERITQUEST GROUP, INC.
MERITQUEST GROUP, INC.

CRD#: 13669 / SEC#: , 8-29634

BD
Expelled by FINRA on 04/12/1993
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
California since 10/26/1990
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MERITQUEST GROUP, INC.

CRD#: 13669

TRUST BUT VERIFY

Monitor Carl Young

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.