Theodore Andrew Young

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2015 → Present
  Raymond James Financial Services, Inc
  Pheonix, AZ
• 09/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Phoenix, AZ
• 07/2016 → Present
  Arizona State University
  Tempe, AZ
• 02/2016 → Present
  Anasazi Investment Group
  Phoenix, AZ
• 02/2016 → Present
  Kunz Wealth Management
  Phoenix, AZ

Previous Registrations

• 2011-08-11 → 2015-08-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 2010-11-18 → 2011-07-12
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 2010-03-12 → 2010-09-30
  Edward Jones
  Scottsdale, AZ
  St Louis, MO

Other Businesses

(1)Name of Business: Address: 1120 W. Vermont Ave, Phoenix, AZ, 85013, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 05/07/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I plan on purchasing a real estate property jointly with a friend and client Jamie Eder through a joint partnership (2)Name of Business: Anasazi Investment Group Address: 11811 N Tatum Blvd Ste 2320, Phoenix, AZ, 85028, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/25/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I don't have responsibility with Anasazi Investment Group. (3)Name of Business: Arizona State University Address: 1120 W Vermont Ave, phoenix, AZ, 85013, United States Activity Type: Other Position/Title: Coach Investment Related: No Start Date: 07/31/2016 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: -Be available for venture meetings for a minimum of 3 hours each week over the course of a fall and/or spring 15 week term.- Respond to mentee phone and email communications within 48 hours. (4)Name of Business: Kunz Wealth Management Address: 11811 N Tatum Blvd Ste 2320, Phoenix, AZ, 85028, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/25/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: no responsibilities with Kunz Wealth Management (5)Name of Business: Saeculum Address: 1120 W. Vermont Ave, Phoenix, AZ, 85013, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/20/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a family entity and doesn't include responsibilities other than managing the finances (6)Name of Business: Young Wealth Management Address: 11811 N Tatum Blvd Ste 2320, Phoenix, AZ, 85028, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/05/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner this is my support company.

Exams

• S66 Uniform Combined State Law Examination
  2010-02-26

Other Names

• Theodore Young
• Theodore Andrew Young
• Theodore A Young