NY
Noah York
YORK WEALTH MANAGEMENT
WEST CHICAGO, IL
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CRD#: 7921876
NY
Professional summary
Noah York is a registered financial advisor currently at YORK WEALTH MANAGEMENT, LLC located in West Chicago, Illinois.
Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Noah has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Name of the other business: INDEPENDENT INSURANCE AGENT Investment-related: YES Address: 28W680 HAWTHORNE LANE, WEST CHICAGO, IL 60185 Nature of the business: INSURANCE SALES Position, title, or relationship with the other business: INSURANCE AGENT Start date: 5/31/2023 Approximate hours/month: 40 Hours during securities trading hours: 40 Duties: INSURANCE SALES Name of the other business: OFFICIAL FINDERS, LLC Investment-related: NO Address: 1607 E MAIN ST, SUITE A, ST CHARLES, IL 60174 Nature of the business: SPORTS COACHING Position, title, or relationship with the other business: COACH Start date: 5/2014 Approximate hours/month: 80 Hours during securities trading hours: 0 Duties: COACH YOUTH GAMES
CRS (Client Relationship Summary) - RIA
Click below to view Noah York'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®
NoneExperience
Current
August 27, 2024 - Present
YORK WEALTH MANAGEMENT, LLC
RIA
CRD#: 331730
WEST CHICAGO, IL
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
Illinois(8/27/2024)
IAR
Kentucky(2/10/2025)
Current Firm
YW
YORK WEALTH MANAGEMENT, LLC
YORK WEALTH MANAGEMENT, LLC
CRD#: 331730 / SEC#:
Illinois
Registered Investment Advisory firm - (8/27/2024 Approved)Kentucky
Registered Investment Advisory firm - (2/10/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
West Chicago, IL
Mailing Address
Phone number
(630) 360-7283
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 190,092 |
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.
