Citizens Securities
33yrs
Top advisor by experience in Malden
22yrs
Marc Young
Full name on record: Marc E Young
Financial advisor at Cambridge Investment Research Advisors
Based in Malden, Massachusetts, Marc Young is a fiduciary financial advisor with 22 years of industry experience. Marc has been with Cambridge Investment Research Advisors since 2022; before that, Marc spent four years at Cantella & CO. and less than a year at Signature Investment Advisors. 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 18 advisors with offices in Malden, and one of 18 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors nationwide
Office389 Main St. Suite. 101, Malden, MA 02148
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2019 – 2023Cantella & CO., Inc.Previously
- Jun 2019 – Jul 2019Signature Investment Advisors, LLCPreviously
- May 2019 – Jul 2019Osaic Wealth, Inc.Previously
- Nov 2018 – May 2019Osaic Wealth, Inc.Previously
- 2010 – 2018Signator Investors, Inc.Previously
- 2007 – 2009Banc of America Investment Services, Inc.Previously
- Dec 2005 – Jan 2006Gunnallen Financial, Inc.Previously
Contact Marc
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Marc. 389 Main St. Suite. 101Malden, MA 02148Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Marc
Tailored to Marc’s registration and firm.
- 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
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About Marc
How do I contact Marc?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Marc Young. Marc works from the Malden, MA office.
How long has Marc been a financial advisor?
Marc has been in the industry since 2004, about 22 years. More experience than 66% of advisors nationwide.
What licenses does Marc hold?
Series 66. Tap any license on this page to see what it allows.
Is Marc a fiduciary?
Marc is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marc 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 Marc 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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