Adam J. Young

PRECESSION CAPITAL MANAGEMENT

New York, NY 10031

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CRD#: 4883799

Professional summary

Adam Joseph Young, who also goes by Adam J Young, Adam Young, is a registered financial advisor currently at PRECESSION CAPITAL MANAGEMENT, LLC located in New York, New York.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Adam has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam J Young | Adam 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Joseph 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

February 27, 2024 - Present

PRECESSION CAPITAL MANAGEMENT, LLC

Office #1: 530 West 149th Street, New York, NY 10031

RIA

CRD#: 318189

New York, NY

Past

July 19, 2012 - November 19, 2014

CLEAR HAVEN CAPITAL MANAGEMENT, LLC

RIA

CRD#: 149165

NEW YORK, NY

Past

July 9, 2009 - October 25, 2011

MACQUARIE CAPITAL (USA) INC.

CRD#: 36368

NEW YORK, NY

Past

April 9, 2007 - February 14, 2008

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

April 28, 2006 - October 5, 2006

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

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 York
(2/27/2024)

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: 2/27/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/18/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/27/2006

General Securities Representative Examination

Current Firm

PRECESSION CAPITAL MANAGEMENT, LLC

CRD#: 318189 / SEC#: 801-123182

RIA

Registered Investment Advisory firm - (7/2/2024 Terminated)

New York

Registered Investment Advisory firm - (7/1/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

530 West 149th Street, New York, NY 10031

Mailing Address

Phone number

(203) 240-1058

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRECESSION CAPITAL MANAGEMENT ADV PART 2B (6/26/2024)

PRECESSION CAPITAL MANAGEMENT ADV PART 2A (6/26/2024)

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 20,825,135

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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Adam J. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Joseph Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRECESSION CAPITAL MANAGEMENT, LLC

CLEAR HAVEN CAPITAL MANAGEMENT, LLC

MACQUARIE CAPITAL (USA) INC.

DEUTSCHE BANK SECURITIES INC.

LEHMAN BROTHERS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/27/2024

Series 63

Date: 5/18/2006

Series 7

Date: 4/27/2006

Current Firm

PRECESSION CAPITAL MANAGEMENT, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRECESSION CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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