Kevin M. Young
Professional summary
Kevin Michael Young, CFP®, who also goes by Kevin Michael Young, Kevin Young, is a registered financial advisor currently at RITHOLTZ WEALTH MANAGEMENT located in New York, New York.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kevin has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Michael Young's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
February 17, 2021 - Present
RITHOLTZ WEALTH MANAGEMENT
Office #1: 24 West 40th Street 15th Floor, New York, NY 10018November 6, 2015 - February 17, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
September 21, 2015 - February 17, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
March 31, 2009 - August 17, 2015
CRT CAPITAL GROUP LLC
September 22, 2006 - April 1, 2009
JOHN HANCOCK DISTRIBUTORS LLC
Primary Firm SEC Registration
RITHOLTZ WEALTH MANAGEMENT
CRD#: 168652 / SEC#: 801-78479
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/28/2024)
Exams
Current Firm
RITHOLTZ WEALTH MANAGEMENT
CRD#: 168652 / SEC#: 801-78479
Contact information
SEC notice filing (48 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,801 |
| AUM (Assets Under Management) | $ 6,459,181,176 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/28/2025 | ||
| 04/10/2024 |
Red Flags
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