Derek B Young

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 10/2018
  Charles Schwab &Amp; Co., Inc.
  Novi, MI
• 08/2016 → 10/2018
  Charles Schwab Bank
  Novi, MI
• 10/2018 → 06/2024
  Td Ameritrade
  Birmingham, MI
• 12/2020 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 12/2020 → Present
  Schwab Wealth Advisory Inc
  Indianapolis, IN

Previous Registrations

• 2018-10-25 → 2020-12-23
  Td Ameritrade, Inc.
  Ann Arbor, MI
  Birmingham, MI
  Novi, MI
• 2018-10-25 → 2020-12-23
  Td Ameritrade Investment Management, Llc
  Ann Arbor, MI
  Birmingham, MI
  Novi, MI
• 2016-08-16 → 2018-10-30
  Charles Schwab & Co., Inc.
  Novi, MI
• 2015-11-24 → 2016-07-29
  Harrisdirect Llc
  Farmington Hills, MI
  Arlington, VA
• 2014-06-26 → 2015-12-23
  Private Advisor Group, Llc
  Birmingham, MI
  Morristown, NJ
• 2011-01-07 → 2014-06-30
  Strategic Advisers Llc
  Birmingham, MI
• 2010-10-20 → 2010-11-19
  Chase Investment Services Corp.
  Wayne, MI
• 2005-11-30 → 2010-09-23
  Strategic Advisers Llc
  Flint, MI

Exams

• S66 Uniform Combined State Law Examination
  2005-10-12
• S63 Uniform Securities Agent State Law Examination
  2000-06-23

Other Names

• Derek B Young
• Derek Bartholomew Young
• Derek Young