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WY

Webster J. Youngs

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CRD#: 2094814
WY

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.

Webster John Youngs was a registered financial professional .

Webster is a previously registered financial professional and started their career in finance in 1991. Webster had worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

Blog Corner


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

November 27, 1996 - February 18, 2022

TILLER PRIVATE WEALTH, INC.

RIA
CRD#: 111268
BETHLEHEM, PA
Past

February 19, 1991 - December 17, 1992

P.R. TAYLOR & CO., INC.

BD
CRD#: 23716

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TP
TILLER PRIVATE WEALTH, INC.
SUPRA CAPITAL MANAGEMENT INC | YOUNGS ADVISORY GROUP, INC. | YOUNGS ADVISORY GROUP | TILLER PRIVATE WEALTH, INC.

CRD#: 111268 / SEC#: 801-53367

RIA
Registered Investment Advisory firm - (11/27/1996 Approved)

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


State Security Law Exam
IAR
Series 65
Date: 6/24/1991
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


TP
TILLER PRIVATE WEALTH, INC.
SUPRA CAPITAL MANAGEMENT INC | YOUNGS ADVISORY GROUP, INC. | YOUNGS ADVISORY GROUP | TILLER PRIVATE WEALTH, INC.

CRD#: 111268 / SEC#: 801-53367

RIA
Registered Investment Advisory firm - (11/27/1996 Approved)
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Contact information


Main Address
1412 Walter Street, Bethlehem, PA 18015
Mailing Address
Phone number
(610) 954-9940
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

03 03 2025 TPW FORM ADV PART 2A FINAL (3/3/2025)

Regulatory assets under management


Total Number of Accounts1,146
AUM (Assets Under Management)$ 646,296,692

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


TILLER PRIVATE WEALTH, INC.

CRD#: 111268

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