Quinton J. Young
STRATEGIC ADVISERS LLC | Financial Consultant
SARATOGA SPRINGS, UT
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CRD#: 6937564
Professional summary
Quinton J Young, CFP®, who also goes by Quinton Joseph Young, Quinton Young, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Saratoga Springs, Utah and FIDELITY BROKERAGE SERVICES LLC located in Lehi, Utah.
Quinton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Quinton has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
As a Certified Financial Planner™, I am held to the highest standard of care in the financial industry. I strive to help all of my client to the best of my abilities, as if they were my own family. As a professional advisor, I collaborate with my clients and work together to create a strong financial plan (or road map) to help them have the best possible chance at meeting their life goals. It all begins with a deep discovery of my clients' lives and what's most important to them.
Question & Answer
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Quinton Joseph Young | Quinton 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.
OBA-106782|OrgNmn:Young Utah Rentals|Org Addr:Saratoga S,Utah,US|OBA Nature:Purchase and own personal rent|Invst Rel:Y|Title:Sole Proprietor|Duties:Manage my own rental properties|StrtDt:01-01-24|TotHrs/mon:2|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Quinton J 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®
Start date: 2020
Education
Brigham Young University
Bachelor of Accountancy - Accounting
Brigham Young University
Corporate Finance - Finance
Southern Utah University
Construction Management - Construction Management
Utah Valley University
Personal Financial Planning - Financial Planning
2019
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3600 N Outlet Parkway Suite 400, Lehi, UT 84043-7365RIA
CRD#: 104555
SARATOGA SPRINGS, UT
Current
May 21, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3600 N Outlet Parkway Suite 400, Lehi, UT 84043-7365BD
CRD#: 7784
LEHI, UT
Past
June 29, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
COLORADO SPRINGS, CO
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/3/2018)
RR
Alaska(2/12/2021)
RR
Arizona(7/3/2018)
RR
Arkansas(7/3/2018)
RR
California(7/3/2018)
RR
Colorado(7/3/2018)
RR
Connecticut(7/3/2018)
RR
Delaware(7/3/2018)
RR
District of Columbia(7/3/2018)
RR
Florida(7/3/2018)
RR
Georgia(7/3/2018)
RR
Hawaii(7/3/2018)
RR
Idaho(7/3/2018)
RR
Illinois(7/3/2018)
RR
Indiana(7/3/2018)
RR
Iowa(7/3/2018)
RR
Kansas(7/3/2018)
RR
Kentucky(7/3/2018)
RR
Louisiana(7/3/2018)
RR
Maine(7/3/2018)
RR
Maryland(7/3/2018)
RR
Massachusetts(7/3/2018)
RR
Michigan(7/3/2018)
RR
Minnesota(7/3/2018)
RR
Mississippi(7/3/2018)
RR
Missouri(7/3/2018)
RR
Montana(7/3/2018)
RR
Nebraska(7/3/2018)
RR
Nevada(7/3/2018)
RR
New Hampshire(7/3/2018)
RR
New Jersey(7/3/2018)
RR
New Mexico(7/3/2018)
RR
New York(7/3/2018)
RR
North Carolina(7/8/2018)
RR
North Dakota(1/4/2019)
RR
Ohio(7/5/2018)
RR
Oklahoma(7/3/2018)
RR
Oregon(7/3/2018)
RR
Pennsylvania(7/3/2018)
RR
Puerto Rico(2/12/2021)
RR
Rhode Island(7/3/2018)
RR
South Carolina(7/3/2018)
RR
South Dakota(1/4/2019)
RR
Tennessee(1/4/2019)
RR
Texas(7/3/2018)
IAR
Texas(3/31/2025)
RR
Utah(6/1/2018)
IAR
Utah(3/31/2025)
RR
Vermont(7/3/2018)
RR
Virgin Islands(2/12/2021)
RR
Virginia(7/3/2018)
RR
Washington(7/3/2018)
RR
West Virginia(7/3/2018)
RR
Wisconsin(7/3/2018)
RR
Wyoming(7/3/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Saratoga Springs, UTTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
