GY
CFP
GY
CFP

Glen Young

42 Years of Experience
Birmingham, MI
BrokerSells Insurance

Glen Young is a CFP-designated registered investment advisor at Morgan Stanley, based in Birmingham, MI, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Glen is an officer at Ashton Young, Inc. since 2020, dedicating a significant amount of time after business hours to administrative tasks. Glen also owns LSG Financial LLC, an insurance business, and spends minimal time on it.

Employment History
Current Registrations
Morgan StanleyBroker
March 2020 - Present · 6 yrs 2 mos
Morgan Stanley
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Ashton Young, INC.
April 2011 - March 2020 · 8 yrs 11 mos
Ashton Young, INC.Broker
September 1983 - March 2020 · 36 yrs 6 mos
State Registrations36 states
AKALARAZCACODCDEFLGAHIILINKSKYMAMDMIMNMOMTNCNVNYOHOKORPARISCTNTXVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Glen Young - Financial Advisor | TrueAdvisor