Merrill
45yrs
Top advisor by experience in Ponte Vedra Beach
44yrs
Stephen Young
Financial advisor at Merrill
Stephen Young has worked in the financial industry for 44 years and is a fiduciary financial advisor based in Ponte Vedra Beach, Florida. Stephen joined Merrill in 2007, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 441 advisors with offices in Ponte Vedra Beach, and one of 417 fiduciaries.
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% by experience in Ponte Vedra Beach
Office824 A1a N, Ponte Vedra Beach, FL 32082
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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.
Career
- 2007 – nowMerrillCurrent firm
Questions to ask Stephen
Tailored to Stephen’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?
- 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 Stephen
How do I contact Stephen?
Call Stephen’s local office at (904) 273-3856 or the Merrill main office at (800) 637-7455, and ask for Stephen Young.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1982, about 44 years. Top 1% by experience in Ponte Vedra Beach.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Stephen 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
Merrill
45yrs
Top 1% by experience in Ponte Vedra Beach
B&c Financial Advisors
44yrs
Allan Cohen
Financial advisor
The Butensky & Cohen Building 110 Professional Drive, Suite 101
Ponte Vedra Beach, FL 32082
Ponte Vedra Beach, FL 32082
Top advisor by experience at B&c Financial Advisors
Merrill
42yrs
Top 1% by experience in Ponte Vedra Beach
UBS Financial Services
42yrs
Top 1% by experience in Ponte Vedra Beach
Hightower Advisors
42yrs
Top 2% by experience in Ponte Vedra Beach