Barry S. Young

GRADIENT ADVISORS

Coral Springs, FL

Some features on this profile are disabled

CRD#: 2967928

Professional summary

Barry Scott Young is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Coral Springs, Florida.

Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Barry has worked at 7 firms and has passed the Series 63, Series 65 and Series 6 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.

1) DBA WHITE WEALTH MANAGEMENT, LLC - 4265 NW 73 Way, CORAL SPRINGS, FL 33065 - OWNER/PRESIDENT - WEALTH MANAGEMENT, RETIREMENT PLANNING, AND FINANCIAL PLANNING - INVESTMENT RELATED 2) BARRY YOUNG ENTERPRISES INC. - INSURANCE RELATED STARTED 1988 - FT LAUDERDALE, FLORIDA - PRESIDENT - INSURANCE SALES FOR COMMISSION - 20 HRS PER WEEK - 4 HOURS DURING SECURITIES MARKET HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Scott Young'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®

None

Experience

Current

August 25, 2017 - Present

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Coral Springs, FL

Past

October 3, 2012 - October 2, 2017

WHITESTONE WEALTH MANAGEMENT, LLC

RIA

CRD#: 165201

FORT LAUDERDALE, FL

Past

March 26, 2010 - October 18, 2012

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

FORT LAUDERDALE, FL

Past

April 1, 2009 - December 10, 2010

WHITESTONE WEALTH MANAGEMENT LLC

RIA

CRD#: 149079

FORT LAUDERDALE, FL

Past

May 20, 2008 - December 31, 2008

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

TAMARAC, FL

Past

March 27, 2008 - December 31, 2008

USA FINANCIAL SECURITIES LLC

CRD#: 103857

TAMARAC, FL

Past

October 3, 2005 - July 25, 2006

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

TAMARAC, FL

Past

February 2, 1998 - October 20, 2003

INDUSTRY SAVINGS PLANS, INC.

CRD#: 425

GREENWOOD VILLAGE, CO

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".

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 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

Florida
(8/25/2017)

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: 6/23/2008

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/28/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 1/30/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126

Mailing Address

Phone number

(877) 885-0508

Established

Firm type

Fiscal year end

# of Employees

169

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B 10-2025 (10/21/2025)

Regulatory assets under management

Total Number of Accounts	3,222
AUM (Assets Under Management)	$ 218,611,410

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Barry S. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Scott Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

WHITESTONE WEALTH MANAGEMENT, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

WHITESTONE WEALTH MANAGEMENT LLC

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

INDUSTRY SAVINGS PLANS, INC.

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/23/2008

Series 65

Date: 4/28/2008

Series 6

Date: 1/30/1998

Current Firm

GRADIENT ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRADIENT ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors