Investment adviser representative · Delta Investment Management, LLC
Daniel C. Young
CRD 4557518 · San Francisco, CA
At a glance
Daniel C. Young is an investment adviser representative with Delta Investment Management, LLC in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2002, about 24 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Delta Investment Management, LLCSince September 2022San Francisco, CA · $857M in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.