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CFP
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CFP

Cheryl Young

Rockefeller Capital Management
28 Years of Experience
Incline Village, NV
4 DisclosuresBroker
View SEC Summary
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Cheryl Young is a CFP-designated registered investment advisor at Rockefeller Capital Management, based in Incline Village, NV, with 28 years of industry experience. Cheryl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 6,490 clients with $37B in assets under management.

Rockefeller Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
347 advisors
Number of Clients
6,490 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$36.8B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees vary by strategy, mandate size, and asset class. Equity strategies typically range from 0.50% to 1.5% annually, and fixed income strategies typically range from 0.10% to 0.75% annually. Private equity strategies charge up to 2.0% of committed capital plus carried interest. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

926 Incline Way, Suite 150, Incline Village, NV, 89451-7933

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2022
Denied
Customer Dispute
November 2013
Denied
Customer Dispute
June 2013
Denied
Customer Dispute
February 2004
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Cheryl is the owner of real estate through Bradshaw Young LLC since March 2022. This activity requires minimal time.

Employment History
Current Registrations
Rockefeller Capital Management
August 2025 - Present · 1 yr 2 mos
Rockefeller Capital Management
May 2022 - Present · 4 yrs 5 mos
Rockefeller Financial LLCBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Morgan Stanley
October 2012 - May 2022 · 9 yrs 7 mos
Morgan StanleyBroker
October 2012 - May 2022 · 9 yrs 7 mos
UBS Financial Services INC.
November 2010 - November 2010 · 0 mos
UBS Financial Services INC.Broker
November 2010 - November 2010 · 0 mos
Raymond James Financial Services Advisors, INC
August 2009 - October 2012 · 3 yrs 2 mos
Raymond James Financial Services, INC.Broker
July 2009 - October 2012 · 3 yrs 3 mos
Ameriprise Financial Services, INC.
February 1999 - August 2009 · 10 yrs 6 mos
Ameriprise Financial Services, INC.Broker
July 1998 - August 2009 · 11 yrs 1 mo
Ids Life Insurance CompanyBroker
July 1998 - July 2006 · 8 yrs
State Registrations29 states
AZCACOCTDCDEFLGAHIILINKSKYMAMDMONCNJNMNVNYOHOKORSCTXUTVAWA
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.
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