Theodore Youngling
Theodore Youngling is a registered investment advisor at Wells Fargo Advisors, based in Old Greenwich, CT, with 46 years of industry experience. Theodore is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1700 E Putnam Ave, Ste 200, Old Greenwich, CT, 06870
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2006Customer Dispute
June 2005Other Business Activities
Theodore is the treasurer for the Mercedes Benz Club of America and has 100% ownership of Tay Capital. He also has 90% ownership in Youngling GP, LLC, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
First Jersey Securities, INC.Broker
State Registrations20 states
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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