Cheryl Lynn Young

Employer firm

Rockefeller Capital Management CRD 294197

$36.8B regulatory AUM 423 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting

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

Current Employers

Rockefeller Capital Management

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2025-08-26
TX	RA	APPROVED	2025-08-26

NV RA
APPROVED

Since 2025-08-26
TX RA
APPROVED

Since 2025-08-26

Branch Locations

Incline Village, NV • United States

Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2023-02-10
TX	RA	APPROVED_RES	2022-05-12
CA	RA	APPROVED	2022-05-11

NV RA
APPROVED

Since 2023-02-10
TX RA
APPROVED_RES

Since 2022-05-12
CA RA
APPROVED

Since 2022-05-11

Branch Locations

1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067 • United States

750 University Ave , Suite 240, Los Gatos, CA 95032 • United States

Incline Village, NV • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Los Gatos	CA	10/2012	05/2022
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	05/2022
Rockefeller Financial Llc	Los Gatos	CA	05/2022	Present
Rockefeller Financial Llc	Incline Village	NV	02/2023	Present
Rockefeller Capital Management	Incline Village	NV	08/2025	Present

10/2012 → 05/2022

Morgan Stanley

Los Gatos, CA
01/2015 → 05/2022

Morgan Stanley Private Bank, National Association

New York, NY
05/2022 → Present

Rockefeller Financial Llc

Los Gatos, CA
02/2023 → Present

Rockefeller Financial Llc

Incline Village, NV
08/2025 → Present

Rockefeller Capital Management

Incline Village, NV

Previous Registrations

2012-10-26 → 2022-05-26

Morgan Stanley

Palo Alto, CA

Los Gatos, CA

Incline Village, NV

Incline Village, NV
2009-08-07 → 2012-10-29

Raymond James Financial Services Advisors, Inc

Campbell, CA
2010-11-01 → 2010-11-11

Ubs Financial Services Inc.

Los Gatos, CA
1999-02-11 → 2009-08-03

Ameriprise Financial Services, Llc

San Jose, CA

Campbell, CA

Campbell, CA

Other Businesses

1) Bradshaw Young LLC, 825 Lakeshore Blvd., Incline Village, NV 89451, Investment Related, Real Estate, Owner, March 15, 2022, 1 hour per month, zero hours during trading hours. 2) Forever Young OR LLC; Investment related; Incline Village, NV; Owner; 10/01/2024; 1 hours a month and 0 hours during trading hours; LLC holds rental property. 3) Forever Young NV LLC; Investment related; Incline Village, NV; Owner; 10/24/2024; 1 hours a month and 0 hours during trading hours; LLC holds two rental properties and a plane.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-12-22
S63	Uniform Securities Agent State Law Examination	1998-06-23

S65 Uniform Investment Adviser Law Examination

1998-12-22
S63 Uniform Securities Agent State Law Examination

1998-06-23

Designations

Certified Financial Planner

Other Names

Cheryl Lynn Sitze
Cheryl L Young

View on SEC IAPD