Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
29yrs
David Young
Full name on record: David Wayne Young
Financial advisor at Summit Family Office Services
Based in Bellevue, Washington, David Young is a fiduciary financial advisor with 29 years of industry experience. David has been with Summit Family Office Services since 2014; before that, David spent three years at Conover Capital Management and two years at LPL Financial. David holds the CFA designation.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 16% by experience in Bellevue
OfficeBellevue, WA
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$433,333
Advisors at the firm3
States licensed ?1 state
Services through Summit Family Office Services
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowSummit Family Office Services, LLCCurrent firm
- 2011 – 2014Conover Capital ManagementPreviously
- 2009 – 2011LPL Financial LLCPreviously
- Jul 2007 – May 2009UBS Financial Services Inc.Previously
Contact David
(425) 922-8692Summit Family Office Services main office Bellevue, WAOffice · Get directions Firm websiteHTTPS://WWW.SUMMITFAMILYOFFICE.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- 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
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About David
How do I contact David?
Call Summit Family Office Services at (425) 922-8692 and ask for David Young. David works from the Bellevue, WA office.
How long has David been a financial advisor?
David has been in the industry since 1997, about 29 years. Top 16% by experience in Bellevue.
What licenses does David hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Summit Family Office Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask David 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.
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