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JY

Joshua C. Young

ROBERTSON STEPHENS
SAN FRANCISCO, CA 94105-2442
Some features on this profile are disabled
CRD#: 5744504
JY
Joshua C YoungROBERTSON STEPHENS

Professional summary

Joshua C Young, who also goes by Joshua Charles Young, Joshua Young, Joshua C C Young, is a registered financial advisor currently at ROBERTSON STEPHENS located in San Francisco, California.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Joshua has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Joshua Charles Young | Joshua Young | Joshua C C 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 Joshua C 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

August 5, 2026 - Present

ROBERTSON STEPHENS

Office #1: 455 Market Street Ste. 1450, San Francisco, CA 94105-2442
RIA
CRD#: 289977
SAN FRANCISCO, CA
Past

March 16, 2022 - August 3, 2026

BAKERAVENUE

RIA
CRD#: 132657
San Francisco, CA
Past

March 4, 2022 - April 4, 2022

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
Ketchum, ID
Past

March 22, 2016 - January 11, 2022

CURI CAPITAL, LLC

RIA
CRD#: 134249
Washington, DC
Past

March 16, 2010 - March 17, 2016

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WASHINGTON, DC
Past

February 17, 2010 - March 17, 2016

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WASHINGTON, DC

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".
RS
ROBERTSON STEPHENS
ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

CRD#: 289977 / SEC#: 801-111814

RIA
Registered Investment Advisory firm - (10/11/2017 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
California
(8/5/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/9/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/17/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/16/2010
General Securities Representative Examination

Current Firm

RS
ROBERTSON STEPHENS
ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

CRD#: 289977 / SEC#: 801-111814

RIA
Registered Investment Advisory firm - (10/11/2017 Approved)
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Contact information

Main Address
455 Market Street Ste. 1450, San Francisco, CA 94105-2442
Mailing Address
Phone number
(415) 500-6810
Established
Firm type
Fiscal year end
# of Employees
113

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ROBERTSON STEPHENS ADV PART 2A BROCHURE (6/30/2025)

Regulatory assets under management

Total Number of Accounts7,419
AUM (Assets Under Management)$ 7,139,384,497

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

ROBERTSON STEPHENS

CRD#: 289977San Francisco, CA 94105-2442

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