NY
NY

Nancy Young

48 Years of Experience
Chicago, IL
Broker

Nancy Young is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 48 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

233 South Wacker Drive, Suite 8600, Chicago, IL, 60606

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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 Activities

Nancy serves as a member of the Leader Council for Mercey Home for Boys and Girls. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 1998 - April 2007 · 9 yrs 1 mo
Morgan Stanley Dw INC.Broker
October 1983 - April 2007 · 23 yrs 6 mos
Icahn & CO., INC.Broker
June 1983 - October 1983 · 4 mos
L. F. Rothschild, Unterberg, TowbinBroker
August 1980 - July 1983 · 2 yrs 11 mos
Paine, Webber, Jackson & Curtis INC.Broker
January 1980 - March 1983 · 3 yrs 2 mos
Blyth Eastman Dillon & CO. IncorporatedBroker
October 1977 - January 1980 · 2 yrs 3 mos
State Registrations22 states
ALARAZCACODEFLGAHIILINMONCNJNMNYOHORPATXWIWV
AdvisorBrokerBoth

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