Robert D. Young

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CRD#: 4653140

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.

Robert Daniel Young, who also goes by Rob Daniel Young, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2007. Robert had worked at 7 firms and has passed the Series 63, SIE, Series 87, Series 86 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Rob Daniel 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.

Salt Creek country club - 830 North Madison Street Hinsdale, Illinois 60521-2868. A country club board position and it's not investment related. As President and a voting member of the Board I will review topics with regard to club direction. I have been involved with this program since November 17th 2020. I anticipate spending 20hrs per month and less than 5 hrs per month during securities trading hours.

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

March 14, 2024 - October 2, 2024

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA

CRD#: 282241

Chicago, IL

Past

June 7, 2022 - March 21, 2024

TELEMUS CAPITAL, LLC

RIA

CRD#: 168794

Chicago, IL

Past

October 2, 2019 - May 26, 2022

CALAMOS WEALTH MANAGEMENT LLC

RIA

CRD#: 143490

NAPERVILLE, IL

Past

September 19, 2019 - May 26, 2022

CALAMOS FINANCIAL SERVICES LLC

CRD#: 19850

NAPERVILLE, IL

Past

December 16, 2015 - May 31, 2019

ICON DISTRIBUTORS, INC.

CRD#: 28568

GREENWOOD VILLAGE, CO

Past

December 18, 2013 - November 11, 2015

D.A. DAVIDSON & CO.

RIA

CRD#: 199

DENVER, CO

Past

July 29, 2013 - November 11, 2015

D.A. DAVIDSON & CO.

CRD#: 199

DENVER, CO

Past

June 22, 2007 - July 24, 2013

WM SMITH & CO.

CRD#: 30777

DENVER, 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".

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 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.

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: 8/1/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 7/20/2007

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 7/12/2007

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 7

Date: 6/21/2007

General Securities Representative Examination

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 Approved)

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Contact information

Main Address

10 S Wacker Drive Suite 2600, Chicago, IL 60606

Mailing Address

Phone number

(312) 334-7300

Established

Firm type

Fiscal year end

# of Employees

372

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KOVITZ FORM ADV PART 2A - AUGUST 2025 (11/10/2025)

KOVITZ_NORTHCOAST DBA FORM ADV PART 2A (11/10/2025)

KOVITZ WEATHERSTONE DBA DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	38,915
AUM (Assets Under Management)	$ 31,731,798,984

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
08/15/2024	Cover Page	Report
07/19/2023	Cover Page	Report

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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Firm Stability Insights

Robert D. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TELEMUS CAPITAL, LLC

CALAMOS WEALTH MANAGEMENT LLC

CALAMOS FINANCIAL SERVICES LLC

ICON DISTRIBUTORS, INC.

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

WM SMITH & CO.

Primary Firm SEC Registration

KOVITZ INVESTMENT GROUP PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/1/2013

SIE

Date: 10/1/2018

Series 87

Date: 7/20/2007

Series 86

Date: 7/12/2007

Series 7

Date: 6/21/2007

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KOVITZ INVESTMENT GROUP PARTNERS, LLC

TRUST BUT VERIFY

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