Kaitlyn 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_RES	2022-03-29
MD	RA	APPROVED	2017-10-27

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, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	07/2017	Present
Randolph-Macon College	Ashland	VA	09/2013	05/2017
Genworth Financial, Inc.	Richmond	VA	01/2017	01/2017
Davis Farvolden, Md, Llc	Lutherville	MD	06/2016	09/2016

07/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
09/2013 → 05/2017

Randolph-Macon College

Ashland, VA
01/2017 → 01/2017

Genworth Financial, Inc.

Richmond, VA
06/2016 → 09/2016

Davis Farvolden, Md, Llc

Lutherville, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-10-26

Nearby Firms