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President/chief Compliance Officer · Richard Young Advisors

Walter S. Marbert

CRD 2590560 · Named on Form ADV at one SEC-registered adviser

At a glance

Richard Young Advisors, an SEC-registered wealth manager based in Augusta, GA with $1.2 billion in regulatory assets, lists Walter S. Marbert on its Form ADV as President/chief Compliance Officer, a control person.

Firms and roles

  • Richard Young AdvisorsPresident/chief Compliance OfficerWealth manager · Augusta, GA · $1.2B in regulatory assets

AtlasMembers

Walter’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 Walter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.