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Michael Young, portrait

Michael Young

Investment adviser representative at Almanack Investment Partners in Medford, NJ

Investment adviser and broker registrationsUpdated

Michael Young is an investment adviser representative at Almanack Investment Partners, LLC, an investment adviser managing $946M, and works from its Medford, NJ office. Michael Young has been registered through Almanack Investment Partners since 30 April 2026, has 7 years in the industry across 4 firms and has passed the SIE, Series 7TO and Series 66.

7
Years in industry
0
Years at firm
4
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Michael Young has been an investment adviser representative at Almanack Investment Partners since April 2026, and is not listed among the firm’s executive officers or direct owners. Michael Young studied at La Salle University.

Almanack Investment Partners, LLC is a Newtown Square, PA firm with $946M under management, 426 clients and 13 advisers across 4 offices, as of its July 2026 filing.

Michael (Mike) Young is a Financial Advisor of Redwood Wealth Management Group, a firm affiliated with Almanack Investment Partners. He brought 9+ years of experience in financial planning to the firm. His focus areas include business owners and entrepreneurs, young families and young professionals, insurance planning, divorce wealth planning, and protecting and growing wealth after loss. He is also an experienced insurance advisor who has worked with New York Life.

Michael Young’s longest registration was 2 years at LPL Financial LLC (2019–2022). Before joining Almanack Investment Partners in 2026, Michael Young was registered through Redwood Wealth Management Group, LLC and Eagle Strategies LLC.

  1. – present · under a year
    Medford, NJ · Adviser representative · Firm CRD 282428
  2. Redwood Wealth Management Group, LLC
    – · 2 years
    Medford, NJ · Adviser representative · Firm CRD 281741
  3. Eagle Strategies LLC
    – · under a year
    MT Laurel, NJ · Adviser representative · Firm CRD 110826
  4. LPL Financial LLC
    – · 2 years
    Marlton, NJ · Adviser representative · Firm CRD 6413

Credentials and registrations

Investment adviser representative registrations

Michael Young is registered as an investment adviser representative in New Jersey, since April 2026.

  • New JerseySince 30 April 2026

Examinations

Series 6626 June 2019
Name
Uniform Combined State Law Examination
Series 7TO20 December 2018
Name
General Securities Representative Examination
SIE16 October 2018
Name
Securities Industry Essentials Examination

Key facts

Full name
Michael David Young
CRD
6672961
Office
400 Stokes Road, Medford, NJ 08055
Registration
Investment adviser and broker registrations
In the industry since
January 2019
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Michael Young work?

Michael Young is an investment adviser representative registered through Almanack Investment Partners, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Michael Young a financial advisor?

Yes. Michael Young has a current investment-adviser registration in New Jersey, through Almanack Investment Partners since April 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Michael Young have?

Michael Young has 7 years in the financial industry, since January 2019, across 4 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Michael Young passed?

Michael Young has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Michael Young work before Almanack Investment Partners?

Before Almanack Investment Partners, Michael Young was registered through Eagle Strategies LLC, January 2024 to March 2024; LPL Financial LLC, July 2019 to April 2022.

Source: IAPD individual record, checked 24 October 2026

Where is Michael Young based?

Michael Young’s registered office is in Medford, NJ.

Source: IAPD individual record, checked 24 October 2026

Is Michael Young registered with FINRA?

Yes. Michael Young has a current broker registration, under CRD 6672961.

Source: FINRA BrokerCheck

How can I verify Michael Young’s record?

Search CRD 6672961 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Young’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Almanack Investment Partners

Sources

  1. IAPD individual record, CRD 6672961, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Almanack Investment Partners, LLC, filed 27 July 2026. Executive officers and direct owners; this person is not among them.
  3. Almanack Investment Partners team page. Biography, education, credentials, awards and the portrait, reproduced for identification.