Caroline Young has been an investment adviser representative at The Stanich Group since December 2023, and is not listed among the firm’s executive officers or direct owners.
The Stanich Group LLC is a firm with $210M under management, 175 clients and 5 advisers in one office, as of its March 2026 filing.
Caroline Young is Financial Advisor at Cultivating Wealth. Her background includes architecture, operations and business management, and she previously worked as an architect and construction manager. She moved into personal finance after developing her former firm's retirement and benefits programs, and has been an advisor at Cultivating Wealth for several years.
- Cultivating WealthCurrent– present · 2 yearsBrooklyn, NY · Adviser representative · Firm CRD 282447
Professional designations
Listed by The Stanich Group
- CFP®
Investment adviser representative registrations
Caroline Young is registered as an investment adviser representative in New York, since December 2023.
- New YorkSince 21 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 December 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7811953
- Firm
- The Stanich Group · CRD 282447
- Office
- Brooklyn, NY
- Registration
- Investment adviser registration
- In the industry since
- December 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cultivatingwealth.com
Where does Caroline Young work?
Caroline Young is an investment adviser representative registered through The Stanich Group LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Caroline Young a financial advisor?
Yes. Caroline Young has a current investment-adviser registration in New York, through The Stanich Group since December 2023.
How many years of experience does Caroline Young have?
Caroline Young has 2 years in the financial industry, since December 2023, across 1 adviser firm.
What exams has Caroline Young passed?
Caroline Young passed the Series 65 in December 2023.
Where is Caroline Young based?
Caroline Young’s registered office is in Brooklyn, NY.
Is Caroline Young registered with FINRA?
No. Caroline Young has no current broker registration.
Is Caroline Young a CFP?
The Stanich Group lists Caroline Young with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Caroline Young’s record?
Search CRD 7811953 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Caroline Young’s full registration record.
