Merrill
46yrs
Top advisor by experience in Gilbert
29yrs
Robert Young
Full name on record: Robert EUGENE Young
Financial advisor at Cambridge Investment Research Advisors
Robert Young is a fiduciary financial advisor in Gilbert, Arizona, with 29 years in the industry. Robert joined Cambridge Investment Research Advisors in 2016, after 11 years at Merrill and two years at Hardy Asset Management. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 520 advisors with offices in Gilbert, and one of 502 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 9% by experience in Gilbert
OfficeGilbert, AZ
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?2 states
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2004 – 2016MerrillPreviously
- Jun 2004 – Dec 2005Hardy Asset ManagementPreviously
- Mar 2003 – May 2004Sunamerica Securities, Inc.Previously
Contact Robert
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Robert. Gilbert, AZOffice · Get directions Instagram pageCambridge Investment Research AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Robert Young. Robert works from the Gilbert, AZ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1998, about 29 years. Top 9% by experience in Gilbert.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wells Fargo Advisors
45yrs
Top 1% by experience in Gilbert
Creativeone Securities
44yrs
Top 1% by experience in Gilbert
Wells Fargo Advisors
43yrs
Top 1% by experience in Gilbert
Merrill
43yrs
Top 1% by experience in Gilbert
Merrill
43yrs
Top 1% by experience in Gilbert