Mason Young has been an investment adviser representative at Roehl & Yi Investment Advisors since January 2024, and is not listed among the firm’s executive officers or direct owners.
Roehl & Yi Investment Advisors, LLC is an Eugene, OR firm with $959M under management, 500 clients and 10 advisers across 4 offices, as of its March 2026 filing.
- – present · 2 yearsEugene, OR · Adviser representative · Firm CRD 109258
Investment adviser representative registrations
Mason Young is registered as an investment adviser representative in Oregon, since January 2024.
- OregonSince 8 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 January 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mason Davis Young
- CRD
- 7845833
- Firm
- Roehl & Yi Investment Advisors · CRD 109258
- Office
- 450 COUNTRY CLUB ROAD, SUITE 200, Eugene, OR 97401
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Mason Young work?
Mason Young is an investment adviser representative registered through Roehl & Yi Investment Advisors, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Mason Young a financial advisor?
Yes. Mason Young has a current investment-adviser registration in Oregon, through Roehl & Yi Investment Advisors since January 2024.
How many years of experience does Mason Young have?
Mason Young has 2 years in the financial industry, since January 2024, across 1 adviser firm.
What exams has Mason Young passed?
Mason Young passed the Series 65 in January 2024.
Where is Mason Young based?
Mason Young’s registered office is in Eugene, OR.
Is Mason Young registered with FINRA?
No. Mason Young has no current broker registration.
How can I verify Mason Young’s record?
Search CRD 7845833 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mason Young’s full registration record.
