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Robert Anthony Young

Sentinel Asset Management, LLC

Villanova, PA

Wallingford, CT

CRD 2174858

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Employer firm

Sentinel Asset Management, LLC CRD 302082

$63.2M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Sentinel Asset Management, Llc

1062 Barnes Road Suite 202, Wallingford, CT 06492 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-08
  • PA RA
    APPROVED
    Since 2026-06-08

Branch Locations

795 E. Lancaster Ave Suite 260, Villanova, PA 19085 • United States

1062 Barnes Road Suite 202, Wallingford, CT 06492 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Allied Securities, Inc. San Diego CA 02/2006 09/2022
First Allied Advisory Services, Inc. Chesterfield MO 07/2012 11/2020
Sentinel Asset Management, Llc Villanova PA 06/2026 Present
First Allied Advisory Services Schaumburg IL 11/2020 09/2022
Cetera Advisors Llc Doylestown PA 09/2022 05/2026
  • 02/2006 → 09/2022
    First Allied Securities, Inc.
    San Diego, CA
  • 07/2012 → 11/2020
    First Allied Advisory Services, Inc.
    Chesterfield, MO
  • 06/2026 → Present
    Villanova , PA
  • 11/2020 → 09/2022
    First Allied Advisory Services
    Schaumburg, IL
  • 09/2022 → 05/2026
    Cetera Advisors Llc
    Doylestown, PA
Previous Registrations
  • 2020-11-12 → 2024-12-11
    North Wales, PA
  • 2012-07-02 → 2020-11-12
    First Allied Advisory Services, Inc.
    Doylestown, PA
    Doylestown, PA
    Doylestown, PA
  • 2006-04-21 → 2012-07-02
    First Allied Securities, Inc.
    San Diego, CA
    Doylestown, PA
Other Businesses

1) ROBERT YOUNG PRODUCTION COMPANY: DOCUMENTARY TITLED; A JOURNEY HOME; AUTHOR; START DATE: 04/09/2019; 4 HOURS PER MONTH. ROLE: FOUNDER AND CEO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-11
S63 Uniform Securities Agent State Law Examination 1992-03-25
  • S65 Uniform Investment Adviser Law Examination
    2000-10-11
  • S63 Uniform Securities Agent State Law Examination
    1992-03-25
Other Names
  • Robert Anthony Young
  • Bob Young

View on SEC IAPD

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