Robert A. Young

SENTINEL ASSET MANAGEMENT

VILLANOVA, PA 19085

CRD#: 2174858

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Professional summary

Robert Anthony Young II, who also goes by Bob Young, Robert Anthony Young, is a registered financial advisor currently at SENTINEL ASSET MANAGEMENT, LLC located in Villanova, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Robert has worked at 9 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Young | Robert Anthony 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Anthony Young II'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 8, 2026 - Present

SENTINEL ASSET MANAGEMENT, LLC

Office #1: 795 E. Lancaster Ave Suite 260, Villanova, PA 19085

RIA

CRD#: 302082

VILLANOVA, PA

Past

September 8, 2022 - December 11, 2024

CETERA ADVISORS LLC

CRD#: 10299

NORTH WALES, PA

Past

November 12, 2020 - December 11, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

NORTH WALES, PA

Past

July 2, 2012 - November 12, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

DOYLESTOWN, PA

Past

April 21, 2006 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

DOYLESTOWN, PA

Past

February 24, 2006 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

DOYLESTOWN, PA

Past

February 12, 2002 - March 21, 2006

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

Past

August 14, 1998 - February 4, 2002

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

September 5, 1995 - August 27, 1998

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

December 15, 1992 - September 6, 1995

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

March 12, 1992 - December 21, 1992

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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

Pennsylvania
(6/8/2026)

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

IAR

Series 65

Date: 10/11/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/25/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/11/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/25/2006

General Securities Principal Examination

Current Firm

SENTINEL ASSET MANAGEMENT, LLC

CRD#: 302082 / SEC#:

Connecticut

Registered Investment Advisory firm - (6/18/2019 Approved)

Maryland

Registered Investment Advisory firm - (5/15/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/2/2026 Approved)

Texas

Registered Investment Advisory firm - (9/24/2025 Conditional Restricted)

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Contact information

Main Address

1062 Barnes Road Suite 202, Wallingford, CT 06492

Mailing Address

Phone number

(203) 793-0707

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	495
AUM (Assets Under Management)	$ 63,243,905

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

Robert A. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Anthony Young II's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA INVESTMENT ADVISERS LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

JANNEY MONTGOMERY SCOTT LLC

PRUDENTIAL EQUITY GROUP, LLC

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY DW INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/2000

Series 63

Date: 3/25/1992

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/11/1992

Series 24

Date: 11/25/2006

Current Firm

SENTINEL ASSET MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SENTINEL ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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