Kevin Young has been Managing Member of Ritholtz Wealth Management since January 2024, is not listed as a control person, but directly owns under 5% of the firm. Kevin Young holds a BA in History from Roanoke College.
Ritholtz Wealth Management is a New York, NY firm with $9.42B under management, 4,221 clients and 48 advisers across 15 offices, as of its August 2026 filing.
Kevin Young is Sr. Advisor of Ritholtz Wealth Management. In 2015, Young was a fixed income salesperson on a trading desk, then joined a hybrid insurance/broker-dealer working with young families and individuals. Young later reached out to the firm and joined it.
Kevin Young’s longest registration is the current one, 5 years at Ritholtz Wealth Management since 2021. Before joining Ritholtz Wealth Management in 2021, Kevin Young was registered through Northwestern Mutual Investment Services,llc.
- Ritholtz Wealth ManagementCurrent– present · 5 yearsNew York, NY · Adviser representative · Firm CRD 168652
- Northwestern Mutual Investment Services,llc– · 5 yearsNorwalk, CT · Adviser representative · Firm CRD 2881
Professional designations
Listed by Ritholtz Wealth Management
- CFP®
Investment adviser representative registrations
Kevin Young is registered as an investment adviser representative in Rhode Island, since February 2024.
- Rhode IslandSince 28 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 November 2015 |
| Series 7 | General Securities Representative Examination | 20 January 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 December 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 September 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kevin Michael Young
- CRD
- 5208077
- Firm
- Ritholtz Wealth Management · CRD 168652
- Role
- Managing Member
- Office
- 24 WEST 40TH STREET, 15TH FLOOR, New York, NY 10018
- Registration
- Investment adviser registration
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ritholtzwealth.com
Where does Kevin Young work?
Kevin Young has been Managing Member of Ritholtz Wealth Management since January 2024.
Is Kevin Young a financial advisor?
Yes. Kevin Young has a current investment-adviser registration in Rhode Island, through Ritholtz Wealth Management since February 2021.
How many years of experience does Kevin Young have?
Kevin Young has 19 years in the financial industry, since October 2006, across 2 adviser firms.
What exams has Kevin Young passed?
Kevin Young has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in September 2006. FINRA credited Kevin Young with the SIE, which began in October 2018.
Where did Kevin Young work before Ritholtz Wealth Management?
Before Ritholtz Wealth Management, Kevin Young was registered through Northwestern Mutual Investment Services,llc, November 2015 to February 2021.
Where is Kevin Young based?
Kevin Young’s registered office is in New York, NY.
Is Kevin Young registered with FINRA?
No. Kevin Young has no current broker registration.
Is Kevin Young a CFP?
Ritholtz Wealth Management lists Kevin Young with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Kevin Young’s record?
Search CRD 5208077 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Young’s full registration record.
- Patricia FerraroChief Compliance Officer & Managing Member
William ArtzerounianManaging Member
Benjamin CarlsonManaging Member
Anna ChaikenManaging Member
Ross CohenManaging Member
Benjamin CoulthardManaging Member
Margaret DuquesnayManaging Member
Joel FishmanManaging Member
Taylor HollisManaging Member
Dinamarie IsolaManaging Member
Michelle KatzenManaging Member
Dylan KluenderManaging Member
Daniel LarosaManaging Member
Matthew LohriusManaging Member
Nicholas MaggiulliManaging Member
Erika MauroManaging Member
Jonathan NovyManaging Member
Alexander PalumboManaging Member
Gary PulfordManaging Member
Brian RosenManaging Member
Nicholas SapienzaManaging Member
William SweetManaging Member
Paul ZodtnerManaging Member
Barry RitholtzManaging Member- Joshua BrownManaging Member
Kristopher VenneManaging Member
Michael BatnickManaging Member
Jay TiniManaging Member