AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AE

Amy L. Evans

YOUNG RICHARD C & CO LTD
NAPLES, FL 34102
Some features on this profile are disabled
CRD#: 4725208
AE

Professional summary

Amy Lynn Evans, who also goes by Amy Lynn Winthrop, is a registered financial advisor currently at YOUNG RICHARD C & CO LTD located in Naples, Florida.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Amy has worked at 1 firm and has passed the Series 65 and Series 63 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amy Lynn Winthrop

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 Amy Lynn Evans'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

October 27, 2003 - Present

YOUNG RICHARD C & CO LTD

Office #1: 500 5th Avenue South #502, Naples, FL 34102
RIA
CRD#: 105866
NAPLES, FL

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".
YR
YOUNG RICHARD C & CO LTD
YOUNG RICHARD C & CO LTD

CRD#: 105866 / SEC#: 801-35765

RIA
Registered Investment Advisory firm - (1/3/1990 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
(2/4/2014)
IAR
Rhode Island
(10/27/2003)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/18/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/13/2003
Uniform Securities Agent State Law Examination

Current Firm

YR
YOUNG RICHARD C & CO LTD
YOUNG RICHARD C & CO LTD

CRD#: 105866 / SEC#: 801-35765

RIA
Registered Investment Advisory firm - (1/3/1990 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
98 William Street, Newport, RI 02840
Mailing Address
5150 Tamiami Trail North Suite 400, Naples, FL 34103
Phone number
(401) 849-2137
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts2,036
AUM (Assets Under Management)$ 1,562,885,060

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.

Company Information

YOUNG RICHARD C & CO LTD

CRD#: 105866Naples, FL 34102

TRUST BUT VERIFY

Monitor Amy Evans

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Blake Feldmann
Blake FeldmannAdvisorCheck Check Mark
INTEGRATED ADVISORS NETWORK LLC
IAR
Naples, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.