Advisor at Waterfront Advisors
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Location
Avalon, CA
Credentials
Series 63, Series 66
Industry experience
24 years
Christopher Young is a financial advisor at Waterfront Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and SCF Investment Advisors. Outside of finance, he serves as Conservation Operations Director for the Catalina Island Conservancy. Waterfront Advisors provides discretionary asset management and standalone financial planning services to individuals, high net worth clients, trusts, and estates. The firm’s investment approach emphasizes a water-related thematic focus and incorporates technical analysis, managing portfolios on a discretionary basis with tailored client objectives.
$500 fixed fee for financial planning services, non-negotiable
1.00% annually, negotiable
Account minimum: $100,000 (may be lowered or waived in certain instances)
Avalon, CA
California · Hawaii
Avalon Anglers LLC
2023 - 2024 (1 year)
Waterfront Advisors
2022 - Present (4 years)
Catalina Island Conservancy
2022 - Present (4 years)
SCF Investment Advisors, Inc.
2018 - 2022 (4 years)
Scf Securities, Inc
2018 - 2022 (4 years)
Kauai Habitat for Humanity
2017 - 2020 (3 years)
Morgan Stanley
2013 - 2017 (4 years)
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