Young Richard C & Co Ltd

Overview

Young Richard C & Co Ltd is an SEC registered investment adviser based in Newport, RI, registered since 1990. It reports $1.8B in assets under management across 2,042 accounts, with 14 employees. It has 9 investment adviser representatives.

Reported AUM

$1.8B

Discretionary

100%

Accounts

2,042

Average account

$882K

Employees

14

Advisory reps

9

Registered since

1990

Jurisdictions

50

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Matthew Alexander Young President, Chief Executive Officer CRD 2257617
• Richard Carlyle Young Chairman CRD 475131
• Christopher John Stack Senior Vice President, Chief Compliance Officer CRD 3109402

1 more executive officer, with direct contact details

Advisory reps 3 of 9

• Karen Susanne Curry Investment Adviser Rep CRD 5706288
• Angela Garcia Investment Adviser Rep CRD 6447850
• Amy Marie Lago Insurance Agent · Investment Adviser Rep CRD 4725208

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

98 William St
Newport, RI 02840

County

Newport

Metro area

Providence-Warwick, RI-MA

Region

Northeast

Registrations

• SEC registered
• Registered in 50 jurisdictions
• Website: youngresearch.com

Every state, with registration dates

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