William G. Young

STRONGHOLD CAPITAL PARTNERS LLC

New Braunfels, TX 78132

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CRD#: 1304014

Professional summary

William Gregory Young, who also goes by Greg Young, W Greg Young, William Young, is a registered financial advisor currently at STRONGHOLD CAPITAL PARTNERS LLC located in New Braunfels, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. William has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Young | W Greg Young | William Young

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.

Mr. Young has the following Other Business Activities, (OBA). Insurance Agent through GRS100 DBA Wealth Multiplied. In this role Mr. Young transacts in insurance-related products. He spends approximately 80 hours a month in this activity during market and non-market hours. He is also an owner of vacation property at 702 Pioneer Ln, Colorado Springs, CO. He spends approximately - 2 Hours Per Month/0 Hours During Securities Trading, maintaining the property.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Gregory Young's CRS (Customer Relationship Summary).

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

Current

June 25, 2025 - Present

STRONGHOLD CAPITAL PARTNERS LLC

Office #1: 1110 Vintage Way, New Braunfels, TX 78132

RIA

CRD#: 315763

New Braunfels, TX

Past

July 16, 2010 - April 17, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

COLORADO SPRINGS, CO

Past

July 16, 2010 - April 17, 2024

LPL FINANCIAL LLC

CRD#: 6413

COLORADO SPRINGS, CO

Past

October 1, 2008 - July 28, 2010

WADDELL & REED

RIA

CRD#: 866

COLORADO SPRINGS, CO

Past

October 1, 2008 - July 28, 2010

WADDELL & REED

CRD#: 866

COLORADO SPRINGS, CO

Past

January 1, 2008 - October 8, 2008

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

COLORADO SPRINGS, CO

Past

December 17, 2007 - October 8, 2008

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

COLORADO SPRINGS, CO

Past

November 1, 2007 - December 31, 2007

FREEDOM WEALTH MANAGEMENT, INC.

RIA

CRD#: 144337

COLORADO SPRINGS, CO

Past

September 24, 1984 - February 28, 1997

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/29/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/15/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/14/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/29/2007

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/29/2012

General Securities Principal Examination

Current Firm

STRONGHOLD CAPITAL PARTNERS LLC

CRD#: 315763 / SEC#:

Arizona

Registered Investment Advisory firm - (8/23/2021 Approved)

California

Registered Investment Advisory firm - (10/12/2021 Approved)

Colorado

Registered Investment Advisory firm - (3/27/2023 Approved)

Hawaii

Registered Investment Advisory firm - (5/5/2022 Approved)

Louisiana

Registered Investment Advisory firm - (7/23/2024 Approved)

New Jersey

Registered Investment Advisory firm - (5/31/2024 Terminated)

New York

Registered Investment Advisory firm - (10/17/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (7/11/2024 Approved)

Tennessee

Registered Investment Advisory firm - (2/13/2025 Approved)

Texas

Registered Investment Advisory firm - (11/6/2023 Approved)

Utah

Registered Investment Advisory firm - (6/26/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Scottsdale, AZ

Mailing Address

Phone number

(480) 220-9809

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	393
AUM (Assets Under Management)	$ 33,110,000

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.

Contact information

xxxxx@xxxx.xxx

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William G. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Gregory Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WADDELL & REED

WADDELL & REED

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

FREEDOM WEALTH MANAGEMENT, INC.

NATIONWIDE SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/29/2009

Series 65

Date: 9/15/2007

SIE

Date: 10/1/2018

Series 7

Date: 5/14/2009

Series 6

Date: 12/29/2007

Series 24

Date: 2/29/2012

Current Firm

STRONGHOLD CAPITAL PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRONGHOLD CAPITAL PARTNERS LLC

TRUST BUT VERIFY

Contact information

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