ESI Financial Advisors
42yrs
Top advisor by experience in Carmel
12yrs
Kevin Andrew Young Jr
Financial advisor at Wells Fargo Advisors
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office259 Route 52, Carmel, NY 10512
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Kevin
Tailored to Kevin’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kevin
How do I contact Kevin?
Call Wells Fargo Advisors at 314-875-3000 and ask for Kevin Andrew Young Jr. Kevin works from the Carmel, NY office.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Kevin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Kevin for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
36yrs
Top 7% by experience nationwide
State Farm Investment Management
26yrs
Top 13% by experience at State Farm Investment Management
Empower Advisory Group
25yrs
Top 11% by experience at Empower Advisory Group
Equitable Advisors
20yrs
More experience than 69% of advisors at Equitable Advisors
Edward Jones
17yrs
More experience than 70% of advisors at Edward Jones