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Adrian Evan Young

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9176 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth, Inc. offers various advisory programs with fees detailed in their respective program brochures. These programs include Advisor Managed Portfolios, Unified Managed Accounts, and access to Third-Party Money Managers. Financial planning and consulting services are also available, with fees determined and documented in a separate agreement. The Signator Managed Account Platform program fees include portions paid to the Advisory Representative, the Firm, the custodian, and Third-Party Money Managers.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningBusiness Owners
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Advisor Information

Office location

275 Hess Blvd, Suite 100, Lancaster, PA, 17601

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Civil
May 2020
Final
Customer Dispute
February 2012
Closed-No Action
Other Business ActivitiesSells Insurance

Adrian refers property and casualty insurance business for commissions and is a fixed insurance agent, dedicating minimal time to these activities. He also provides legal services, is a financial advisor, and is involved with several businesses and organizations, including real estate, a machine shop, and various boards.

Employment History
Current Registrations
Osaic Wealth, INC.
October 2024 - Present · 1 yr 3 mos
Osaic Wealth, INC. Broker
October 2024 - Present · 1 yr 3 mos
Faithward Advisors, LLC
January 2007 - Present · 19 yrs
Previous Registrations
Sevenoneseven Capital Management
October 2019 - June 2020 · 8 mos
American Portfolios Advisors, INC
April 2015 - October 2024 · 9 yrs 6 mos
American Portfolios Financial Services, INC.Broker
September 2011 - October 2024 · 13 yrs 1 mo
AXA Advisors, LLC
February 2003 - September 2011 · 8 yrs 7 mos
AXA Advisors, LLC Broker
October 2002 - September 2011 · 8 yrs 11 mos
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNHNJNVNYOHOKORPARISCSDTNTXVAVTWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adrian Evan Young - Financial Advisor | AdvisorDiscover