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Chief Compliance Officer · Stangier Wealth Management

Carol L. Young

CRD 5993862 · Named on Form ADV at one SEC-registered adviser

At a glance

Stangier Wealth Management, an SEC-registered wealth manager based in Clackamas, OR with $300 million in regulatory assets, lists Carol L. Young on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

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Carol’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carol’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.