Nicky Young is a registered investment advisor at 1st Discount Brokerage, INC., based in Lake Worth, FL, with 21 years of industry experience. Nicky is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 219 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee of 1.00% charged quarterly in arrears based on end-of-month account balances. Fee covers advisory services, trading commissions, clearing, and execution.
Fee Estimator
Location
8927 Hypoluxo Road, Suite A5, Lake Worth, FL, 33467
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Nicky owns Nicky C. De Young, CPA, P.A., a CPA, taxation, and accounting firm, spending a few hours per week on it. Nicky also works as a bookkeeper for ELF, Inc. and is an officer at Art of the Mix, Inc., dedicating minimal time to each.
Employment History
Current Registrations
1st Discount Brokerage, INC.
1st Discount Brokerage, INC.Broker
Previous Registrations
Portsmouth Financial ServicesBroker
East / West Securities CORP.Broker
1st Discount Brokerage, INC.
1st Discount Brokerage, INC.
State Registrations1 state
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
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