David W. Young

CLARION WEALTH MANAGEMENT PARTNERS

FAIRFAX, VA 22033

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CRD#: 2423111

Professional summary

David William Young III, AIF® is a registered financial advisor currently at CLARION WEALTH MANAGEMENT PARTNERS located in Fairfax, Virginia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. David has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

David W. Young III is licensed to sell non-variable insurance and annuities in Virginia. He spends approx. 5-10 hours per month, all during trading hours, on this investment-related activity at the same Fair Lakes Circle address as his investment advisory business.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

March 31, 2025 - Present

CLARION WEALTH MANAGEMENT PARTNERS

Office #1: 12500 Fair Lakes Circle Suite 250, Fairfax, VA 22033

RIA

CRD#: 334243

FAIRFAX, VA

Past

March 8, 2024 - March 31, 2025

EVERSOURCE WEALTH ADVISORS, LLC

RIA

CRD#: 286340

Fairfax, VA

Past

February 4, 2009 - March 8, 2024

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

FAIRFAX, VA

Past

February 4, 2009 - March 8, 2024

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

FAIRFAX, VA

Past

October 31, 2005 - February 5, 2009

OSAIC SERVICES, INC.

CRD#: 133763

FAIRFAX, VA

Past

January 11, 2005 - May 6, 2009

HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS

RIA

CRD#: 107773

FAIRFAX, VA

Past

November 4, 2004 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

August 4, 2000 - November 3, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MOUNT PLEASANT, SC

Past

December 23, 1993 - November 3, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 23, 1993 - November 3, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

CLARION WEALTH MANAGEMENT PARTNERS

CLARION WEALTH MANAGEMENT PARTNERS | CLARION WEALTH MANAGEMENT PARTNERS, LLC

CRD#: 334243 / SEC#: 801-131858

RIA

Registered Investment Advisory firm - (1/17/2025 Approved)

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
(3/31/2025)

IAR

Virginia
(3/31/2025)

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

IAR

Series 65

Date: 8/3/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/16/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/22/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/4/2005

General Securities Principal Examination

Current Firm

CLARION WEALTH MANAGEMENT PARTNERS

CLARION WEALTH MANAGEMENT PARTNERS | CLARION WEALTH MANAGEMENT PARTNERS, LLC

CRD#: 334243 / SEC#: 801-131858

RIA

Registered Investment Advisory firm - (1/17/2025 Approved)

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Contact information

Main Address

12500 Fair Lakes Circle Suite 250, Fairfax, VA 22033

Mailing Address

Phone number

(703) 631-4800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A MAY 2025 (5/16/2025)

ADV WRAP BROCHURE 2025 (5/16/2025)

Regulatory assets under management

Total Number of Accounts	1,187
AUM (Assets Under Management)	$ 312,446,459

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

David W. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

EVERSOURCE WEALTH ADVISORS, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

OSAIC SERVICES, INC.

HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS

SUNAMERICA SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CLARION WEALTH MANAGEMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/3/2000

Series 63

Date: 11/16/1993

SIE

Date: 10/1/2018

Series 7

Date: 12/22/1993

Series 24

Date: 3/4/2005

Current Firm

CLARION WEALTH MANAGEMENT PARTNERS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLARION WEALTH MANAGEMENT PARTNERS

TRUST BUT VERIFY

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