Patrick J. Young

LONGEST & YOUNG

Knoxville, TN 37922

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CRD#: 2037653

Professional summary

Patrick John Young, who also goes by Pat Young, Patrick J Young, is a registered financial advisor currently at LONGEST & YOUNG, LLC located in Knoxville, Tennessee.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Patrick has worked at 10 firms and has passed the Series 63, Series 66, Series 65, Series 7TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pat Young | Patrick J 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.

Work part time at Mattress Firm 8349 Kingston Pike Knoxville TN Sales Representative since 05/2017. Will be resigning 07/05/2023Work approximately 20 to 30 hours a week. Work some evenings and some weekends.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick John 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

July 29, 2025 - Present

LONGEST & YOUNG, LLC

Office #1: 117 Center Park Dr, Suite 102, Knoxville, TN 37922

RIA

CRD#: 166016

Knoxville, TN

Past

October 18, 2023 - July 1, 2025

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

POWELL, TN

Past

July 11, 2023 - July 1, 2025

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

December 5, 2012 - June 2, 2023

LONGEST & YOUNG, LLC

RIA

CRD#: 166016

KNOXVILLE, TN

Past

July 2, 2010 - August 24, 2012

MORGAN STANLEY

CRD#: 149777

KNOXVILLE, TN

Past

May 26, 2010 - August 24, 2012

MORGAN STANLEY

RIA

CRD#: 149777

KNOXVILLE, TN

Past

March 23, 2007 - May 31, 2010

YOUNG CAPITAL MANAGEMENT, INC.

RIA

CRD#: 142575

POWELL, TN

Past

September 27, 2004 - December 31, 2004

YOUNG CAPITAL MANAGEMENT

RIA

CRD#: 130433

KNOXVILLE, TN

Past

August 11, 2000 - August 29, 2003

MERIDIAN SECURITIES GROUP

CRD#: 103937

KNOXVILLE, TN

Past

December 24, 1998 - January 9, 2001

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

December 21, 1993 - August 6, 1998

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

September 4, 1992 - December 6, 1993

CULVER FINANCIAL MANAGEMENT, INC.

CRD#: 24715

KNOXVILLE, TN

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

Tennessee
(7/29/2025)

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: 7/22/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/29/2010

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/21/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/11/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/16/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/1/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 5/8/2000

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/10/1999

General Securities Principal Examination

Current Firm

LONGEST & YOUNG, LLC

LONGEST & YOUNG, LLC | YOUNG WEALTH MANAGEMENT, LLC

CRD#: 166016 / SEC#:

Tennessee

Registered Investment Advisory firm - (12/5/2012 Approved)

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Contact information

Main Address

117 Center Park Dr. Suite 201, Knoxville, TN 37922

Mailing Address

Phone number

(865) 240-3259

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 17,307,191

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.

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Advisor Monitoring

Firm Stability Insights

Patrick J. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick John Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWER ADVISORY GROUP, LLC

EMPOWER FINANCIAL SERVICES, INC.

LONGEST & YOUNG, LLC

MORGAN STANLEY

MORGAN STANLEY

YOUNG CAPITAL MANAGEMENT, INC.

YOUNG CAPITAL MANAGEMENT

MERIDIAN SECURITIES GROUP

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

QUICK & REILLY, INC.

CULVER FINANCIAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/22/2023

Series 66

Date: 7/29/2010

Series 65

Date: 9/21/2004

Series 7TO

Date: 7/11/2023

SIE

Date: 6/16/2023

Series 7

Date: 7/1/2010

Series 53

Date: 5/8/2000

Series 24

Date: 9/10/1999

Current Firm

LONGEST & YOUNG, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LONGEST & YOUNG, LLC

TRUST BUT VERIFY

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