Sara M. Young

LIVE AND GIVE FINANCIAL

Cincinnati, OH

Some features on this profile are disabled

CRD#: 7290529

Professional summary

Sara Marianne Richart Young, CFP®, who also goes by Sara Marianne Richart, Sara Richart, Sara M Young, Sara Marianne Young, Sara R Young, Sara Richart Young, Sara Young, is a registered financial advisor currently at LIVE AND GIVE FINANCIAL located in Cincinnati, Ohio and NECTARINE located in Cincinnati, Ohio.

Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Sara has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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.

Queen City Rents investment-related private address in Cincinnati, OH long term single-family real estate rental Owner 12/2012 de minimis hours per month 0 hours during trading general management: collecting rents, responding the maintenance requests, tenant onboarding/offboarding

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sara Marianne Richart 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

October 18, 2023 - Present

LIVE AND GIVE FINANCIAL

RIA

CRD#: 328352

Cincinnati, OH

Current

April 4, 2024 - Present

NECTARINE

RIA

CRD#: 327155

Cincinnati, OH

Past

December 17, 2020 - September 7, 2023

FOSTER & MOTLEY INC

RIA

CRD#: 106905

CINCINNATI, OH

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

Ohio
(10/18/2023)

IAR

Texas
(4/4/2024)

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

State Security Law Exam

IAR

Series 65

Date: 12/16/2020

Uniform Investment Adviser Law Examination

Current Firm

LIVE AND GIVE FINANCIAL

LIVE AND GIVE FINANCIAL | LIVE AND GIVE FINANCIAL LLC

CRD#: 328352 / SEC#:

Ohio

Registered Investment Advisory firm - (10/18/2023 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

Cincinnati, OH

Mailing Address

Po Box 43152, Cincinnati, OH 45243

Phone number

(513) 442-1010

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Sara M. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sara Marianne Richart Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIVE AND GIVE FINANCIAL

NECTARINE

FOSTER & MOTLEY INC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2020

Current Firm

LIVE AND GIVE FINANCIAL

Contact information

Documents

Red Flags

Company Information

LIVE AND GIVE FINANCIAL

TRUST BUT VERIFY

Similar Advisors