Charles Young

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-22
CA	RA	APPROVED	2025-07-29

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch	San Francisco	CA	05/2022	06/2024
Citigroup Global Markets	Stamford	CT	08/2023	05/2024
Manhasset Secondary School	Manhasset	NY	08/2013	06/2019
Pennsylvania State University	State College	PA	08/2019	05/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Francisco	CA	06/2024	Present

05/2022 → 06/2024

Merrill Lynch

San Francisco, CA
08/2023 → 05/2024

Citigroup Global Markets

Stamford, CT
08/2013 → 06/2019

Manhasset Secondary School

Manhasset, NY
08/2019 → 05/2023

Pennsylvania State University

State College, PA
06/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-29

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