Michael David Young Jr.
Investment Adviser Representative at Almanack Investment Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael David Young Jr. is an investment adviser representative with Almanack Investment Partners in Medford, NJ, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 4 firms, including Redwood Wealth Management Group, LLC and Eagle Strategies LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey
- Broker:
1 state or territory
New Jersey
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial, LLCJun 2016 – Jul 2017Marlton, NJ
- LPL Finanical LLCJul 2017 – Mar 2022Marlton, NJ
- M Financial Planning Services, IncJun 2016 – Mar 2022Marlton, NJ
- New York Life InsuranceOct 2021 – Mar 2024Mt. Laurel, NJ
- NYLife Securities LLCApr 2022 – Mar 2024Mt. Laurel, NJ
- Eagle Strategies LLCJan 2024 – Mar 2024Mt Laurel, NJ
- Redwood Wealth Management GroupMar 2024 – Aug 2024Moorestown, NJ
- Purshe Kaplan Sterling InvestmentsMay 2024 – no end date reportedAlbany, NY
- Redwood Wealth Management Group, LLCAug 2024 – Apr 2026Medford, NJ
- Almanack Investment Partners, LLCApr 2026 – no end date reportedWayne, PA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Almanack Investment Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $100,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment advisory products and services, with a focus on retirement income planning and long-term savings strategies.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Newtown Square, PA
- SEC file number:
- 801-107186
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 27, 2026
View full firm profileOther advisors at Almanack Investment Partners
Showing 12 of 14 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael David Young Jr. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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