Monalynd Young

CLEARPOINT WEALTH MANAGEMENT

COLLEYVILLE, TX 76034

Some features on this profile are disabled

CRD#: 6018777

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 .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Monalynd Ann Nestell | Monalynd A 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 Monalynd Young's 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®

CFP^®

Certified Financial Planner

Experience

Current

November 5, 2025 - Present

CLEARPOINT WEALTH MANAGEMENT

Office #1: 6110 Colleyville Blvd Ste 106, Colleyville, TX 76034

RIA

CRD#: 337649

COLLEYVILLE, TX

Past

April 16, 2025 - December 31, 2025

ALLEN WEALTH ADVISORS

RIA

CRD#: 310105

COLLEYVILLE, TX

Past

March 31, 2016 - October 18, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

IRVING, TX

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

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

Current Firm

CLEARPOINT WEALTH MANAGEMENT

CLEARPOINT WEALTH MANAGEMENT | CLEARPOINT WEALTH MANAGEMENT, LLC

CRD#: 337649 / SEC#:

Texas

Registered Investment Advisory firm - (10/6/2025 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

6110 Colleyville Blvd Ste 106, Colleyville, TX 76034

Mailing Address

Phone number

(817) 500-0014

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	136
AUM (Assets Under Management)	$ 68,045,106

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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Sean Leonard

LPL FINANCIAL LLC

IAR

Hurst, TX

James Moore

EDWARD JONES

IAR

Ft Worth, TX

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Monalynd Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CLEARPOINT WEALTH MANAGEMENT

ALLEN WEALTH ADVISORS

UNITED CAPITAL FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

CLEARPOINT WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEARPOINT WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors