Catherine Bernice Young

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2014 → 06/2026
  Capital Advisors, Inc.
  Tulsa, OK
• 10/2014 → 09/2017
  Minshall & Company Inc.
  Tulsa, OK
• 01/2018 → 12/2018
  Quasar Distributors, Llc
  Milwaukee, WI
• 06/2026 → Present
  Corient Services Llc
  Miami, FL
• 06/2026 → Present
  Corient
  Tulsa, OK

Previous Registrations

• 2014-10-21 → 2026-07-17
  Capital Advisors, Inc.
  Tulsa, OK
  Tulsa, OK
• 2010-10-22 → 2014-08-18
  Charles Schwab & Co., Inc.
  Tulsa, OK
• 2009-03-19 → 2009-11-17
  Lpl Financial Llc
  Tulsa, OK
  San Diego, CA
  Tulsa, OK
• 2005-11-30 → 2009-03-20
  Cetera Advisors Llc
  Tulsa, OK
  Tulsa, OK

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-01
• S63 Uniform Securities Agent State Law Examination
  1999-06-03

Other Names

• Catherine Bernice Young
• Catherine Bernice Young Sanditen
• Catherine Young Sanditen
• Catherine B Young
• Catherine Bernice Young
• Catherine Bernice Young
• Catherine Bernice Glock