Stephen Young

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

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

Current Employers

Employment History

• 03/1980 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ponte Vedra Beach, FL
• 01/2010 → Present
  Bank Of America, Na
  Ponte Vedra Beach, FL

Other Businesses

FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: STEPHEN AND EILEEN YOUNG INVESTMENT RELATED: Y ADDRESS OF BUSINESS:SOUTH COMMON LANE SAINT AUGUSTINE, FLORIDA NATURE OF BUSINESS: FAMILY BUSINESS POSITION, TITLE, ASSOCIATION: , START DATE OF RELATIONSHIP: 5/1/2011 NUMBER OF HOURS DEVOTED: 8 MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PURCHASE AND SALE OF RESIDENTIAL REAL ESTATE LOTS IN SAINT AUGUSTINE FLORIDA.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-03-15
• S63 Uniform Securities Agent State Law Examination
  1982-11-04

Other Names

• Stephen Melvin Young