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Monalynd Young

CFP®
CLEARPOINT WEALTH MANAGEMENT
COLLEYVILLE, TX
·CRD# 6018777·9 years experience

Professional Summary

Monalynd Young, CFP®, who also goes by Monalynd Ann Nestell, Monalynd A Young, is a registered financial advisor currently at CLEARPOINT WEALTH MANAGEMENT located in Colleyville, Texas. Monalynd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Monalynd has worked at 3 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Monalynd Ann Nestell, Monalynd A Young

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial Planner

Years of Experience

9 years in the financial services industry

Current & Past Employments

CLEARPOINT WEALTH MANAGEMENT·CRD# 337649
RIA
6110 Colleyville Blvd Ste 106, Colleyville, TX 76034
November 5, 2025 - Present
ALLEN WEALTH ADVISORS·CRD# 310105
RIA
Colleyville, TX
April 16, 2025 - December 31, 2025
UNITED CAPITAL FINANCIAL ADVISORS·CRD# 134600
RIA
Irving, TX
March 31, 2016 - October 18, 2023

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Current Firm

CW
CLEARPOINT WEALTH MANAGEMENT

CLEARPOINT WEALTH MANAGEMENT | CLEARPOINT WEALTH MANAGEMENT, LLC

CRD#: 337649
Texas
Registered Investment Advisory firm - Texas (10/6/2025 Approved)

Contact Information

Main Address

6110 Colleyville Blvd Ste 106, Colleyville, TX 76034

Phone Number

(817) 500-0014

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

136

AUM (Assets Under Management)

$68,045,106

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Monalynd Ann Young is registered as an investment adviser representative of Allen Wealth Advisors, LLC and provides advisory services to Clients of that firm. This activity accounts for up to 40 hours per week during normal trading hours. Advisory services provided to Clients of Allen Wealth Advisors, LLC are separate from any services provided to Clients of CPWM.

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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.
IAR
Texas
(11/5/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

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

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