Newport, RI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Young Richard C & Co Ltd
Team
Firm-wide stats for Young Richard C & Co Ltd
About
The firm provides discretionary investment supervisory services to individuals (including high-net-worth clients), small businesses and retirement plans, delivering continuous advice through a set of defined investment management programs as well as tailored custom portfolios. Clients select a program after discussions about goals, time horizon, risk tolerance and liquidity needs, and the firm implements those programs on a discretionary basis.
Investment decisions draw on a mix of fundamental, technical, quantitative, qualitative and cyclical analysis and emphasize asset-allocation across equities, fixed income, currencies and cash to match client objectives. Accounts are monitored continuously and reviewed at least annually, with custodial statements provided quarterly and performance summaries available upon request.
The firm manages roughly $1.8 billion in discretionary assets, implying AUM per advisor that is notably higher than typical for similarly sized teams, and its regulatory filings indicate relationships with several institutional client types that are uncommon for team firms, including sovereign wealth, banking, insurance, other advisers and municipal entities. Operationally, the firm maintains an affiliated research and publishing business that supplies economic and monetary analysis to the adviser and has a member of management who is a licensed attorney (not currently practicing), both of which the brochure identifies as part of its infrastructure.
Based on Young Richard C & Co Ltd
Location
Richard C. Young & Co., Ltd.
Newport RI 02840
Advisors at this office
5
Advisors at this office
Edward S
Series 63, Series 65
Newport, RI
Young Richard C & Co Ltd
Edward Smith is a financial advisor at Richard C. Young & Co., Ltd. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 1998. Richard C. Young & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans, managing approximately $1.56 billion in assets. The firm employs a multi-disciplinary investment process focused on asset allocation across various securities and offers clients a range of portfolio programs tailored to specific objectives.
Christopher S
Series 63, Series 65
Newport, RI
Young Richard C & Co Ltd
Christopher Stack is a financial advisor with Young Richard C & Co Ltd in Newport, RI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Richard C. Young & Co., Ltd. since 1998. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans through firm-designed portfolio programs. The firm employs a multi-disciplinary investment process focused on asset allocation and manages approximately $1.56 billion in discretionary assets across seven advisors.
Richard Y
Newport, RI
Young Richard C & Co Ltd
Richard Young is a financial advisor with Young Richard C & Co Ltd in Newport, RI, holding 32 years of industry experience. He has been with the firm since 1989, spanning 37 years of service there. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, small businesses, and retirement plans through defined investment management programs and custom portfolios. The firm uses a combination of fundamental, technical, quantitative, qualitative, and cyclical analysis in its asset-allocation approach and manages approximately $1.8 billion in discretionary assets.
Angela G
Series 63, Series 65
Newport, RI
Young Richard C & Co Ltd
Angela Garcia is a financial advisor with Young Richard C & Co Ltd in Newport, RI, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Citizens Securities, Inc. since 2015 and Citizens Bank since 2014. Outside of her advisory role, she performs as a cantor and singer for mass at St. Joseph's Church. Young Richard C & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans, offering various firm-designed portfolio programs. The firm employs a multi-faceted investment process emphasizing asset allocation and manages approximately $1.56 billion in discretionary assets across seven advisors.
Justin S
Series 65
Newport, RI
Young Richard C & Co Ltd
Justin Silvia is a financial advisor at Richard C. Young & Co., Ltd. with one year of industry experience. He holds a Series 65 designation and joined the firm in 2024. Prior to his advisory role, he spent seven years working at The Red Dory Restaurant and four years at Tiverton High School. Richard C. Young & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans, offering a range of firm-designed portfolio programs. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, quantitative, and qualitative analysis, managing approximately $1.56 billion in discretionary assets across seven advisors.
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