Gregory J. Young

RTD FINANCIAL ADVISORS

Philadelphia, PA 19103

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CRD#: 4128382

Professional summary

Gregory John Young, AIF® is a registered financial advisor currently at RTD FINANCIAL ADVISORS INC located in Philadelphia, Pennsylvania.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gregory has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory John 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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

April 19, 2016 - Present

RTD FINANCIAL ADVISORS INC

Office #1: 30 S. 17th Street Ste 1620, Philadelphia, PA 19103

RIA

CRD#: 110744

Philadelphia, PA

Past

July 21, 2011 - March 30, 2016

PINNACLE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109947

MARLTON, NJ

Past

February 18, 2000 - March 15, 2002

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

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".

RTD FINANCIAL ADVISORS INC

PINNACLE FINANCIAL ADVISORY GROUP OF RTD | RTD FINANCIAL ADVISORS INC

CRD#: 110744 / SEC#: 801-19015

RIA

Registered Investment Advisory firm - (6/13/1983 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

New Jersey
(4/19/2016)

IAR

Pennsylvania
(4/19/2016)

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: 7/20/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/14/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/7/2000

General Securities Representative Examination

Current Firm

RTD FINANCIAL ADVISORS INC

PINNACLE FINANCIAL ADVISORY GROUP OF RTD | RTD FINANCIAL ADVISORS INC

CRD#: 110744 / SEC#: 801-19015

RIA

Registered Investment Advisory firm - (6/13/1983 Approved)

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Contact information

Main Address

30 S. 17th Street Ste 1620, Philadelphia, PA 19103

Mailing Address

Phone number

(215) 557-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RTD FINANCIAL ADVISORS INC FORM ADV PART 2 (10/9/2025)

Regulatory assets under management

Total Number of Accounts	2,979
AUM (Assets Under Management)	$ 2,381,633,715

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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Gregory J. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RTD FINANCIAL ADVISORS INC

PINNACLE FINANCIAL ADVISORS, LLC

JANNEY MONTGOMERY SCOTT LLC

Primary Firm SEC Registration

RTD FINANCIAL ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/20/2011

Series 63

Date: 2/14/2000

Series 7

Date: 2/7/2000

Current Firm

RTD FINANCIAL ADVISORS INC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RTD FINANCIAL ADVISORS INC

TRUST BUT VERIFY

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