| Name: | Richard C. Young & Co., Ltd. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 16 Nov 1989 (35 years ago) |
| Identification Number: | 000058282 |
| ZIP code: | 02840 |
| County: | Newport County |
| Principal Address: | 98 WILLIAM STREET, NEWPORT, RI, 02840, USA |
| Purpose: | INVESTMENT ADVISER |
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | Richard C. Young & Co., Ltd., NEW YORK | 1433330 | NEW YORK |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1387304 | 98 WILLIAM STREET, NEWPORT, RI, 02840 | 98 WILLIAM STREET, NEWPORT, RI, 02840 | (401) 849 - 2137 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2024-11-07 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-08
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2024-08-08 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-08
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2024-05-08 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-12
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2024-02-12 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-13
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2023-11-13 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-08
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2023-08-08 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-12
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2023-05-12 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-10
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2023-02-10 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-10
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2022-11-10 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-03
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2022-08-03 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-06
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2022-05-06 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-11
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2022-02-11 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-10
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2021-11-10 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-11
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2021-08-11 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-13
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2021-05-13 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-12
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2021-02-12 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-12
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2020-11-12 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-13
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2020-08-13 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-11
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2020-05-11 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-12
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2020-02-12 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-29
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2019-10-29 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-06
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2019-08-06 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-09
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2019-05-09 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-13
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2019-02-13 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-14
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2018-11-14 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-10
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2018-08-10 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-08
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2018-05-08 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-13
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2018-02-13 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-09
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2017-11-09 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-10
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2017-08-10 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-12
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2017-05-12 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-10
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2017-02-10 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-14
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2016-11-14 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-11
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2016-08-11 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-10
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2016-05-10 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-08
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2016-02-08 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-11-10
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2015-11-10 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-08-11
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2015-08-11 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-05-12
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2015-05-12 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-02-12
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2015-02-12 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-11-12
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2014-11-12 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-08-12
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2014-08-12 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-05-12
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2014-05-12 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-02-13
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2014-02-13 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-10-28
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2013-10-28 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-08-14
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2013-08-14 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-05-13
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2013-05-13 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-01-29
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2013-01-29 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-11-13
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2012-11-13 |
| Reporting date | 2012-09-30 |
| File | View File |
Filings since 2012-07-20
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2012-07-20 |
| Reporting date | 2012-06-30 |
| File | View File |
Filings since 2012-05-10
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2012-05-10 |
| Reporting date | 2012-03-31 |
| File | View File |
Filings since 2012-02-08
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2012-02-08 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-11-04
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2011-11-04 |
| Reporting date | 2011-09-30 |
| File | View File |
Filings since 2011-08-12
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2011-08-12 |
| Reporting date | 2011-06-30 |
| File | View File |
Filings since 2011-05-05
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2011-05-05 |
| Reporting date | 2011-03-31 |
| File | View File |
Filings since 2011-02-04
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2011-02-04 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2010-11-12
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2010-11-12 |
| Reporting date | 2010-09-30 |
| File | View File |
Filings since 2010-07-20
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2010-07-20 |
| Reporting date | 2010-06-30 |
| File | View File |
Filings since 2010-05-05
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2010-05-05 |
| Reporting date | 2010-03-31 |
| File | View File |
Filings since 2010-02-11
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2010-02-11 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2009-11-12
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2009-11-12 |
| Reporting date | 2009-09-30 |
| File | View File |
Filings since 2009-08-13
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2009-08-13 |
| Reporting date | 2009-06-30 |
| File | View File |
Filings since 2009-05-13
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2009-05-13 |
| Reporting date | 2009-03-03 |
| File | View File |
Filings since 2009-02-10
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2009-02-10 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2008-11-14
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2008-11-14 |
| Reporting date | 2008-09-30 |
| File | View File |
Filings since 2008-08-14
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2008-08-14 |
| Reporting date | 2008-06-30 |
| File | View File |
Filings since 2008-05-12
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2008-05-12 |
| Reporting date | 2008-03-31 |
| File | View File |
Filings since 2008-02-12
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2008-02-12 |
| Reporting date | 2007-12-31 |
| File | View File |
Filings since 2007-11-14
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2007-11-14 |
| Reporting date | 2007-09-30 |
| File | View File |
Filings since 2007-08-14
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2007-08-14 |
| Reporting date | 2007-06-30 |
| File | View File |
Filings since 2007-05-14
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2007-05-14 |
| Reporting date | 2007-03-31 |
| File | View File |
Filings since 2007-02-13
| Form type | 13F-HR |
| File number | 028-12215 |
| Filing date | 2007-02-13 |
| Reporting date | 2006-12-31 |
| File | View File |
| Name | Role | Address |
|---|---|---|
| CHRISTOPHER J. STACK | Agent | 98 WILLIAM STREET, NEWPORT, RI, 02840, USA |
| Name | Role | Address |
|---|---|---|
| MATHEW A YOUNG | PRESIDENT | 5150 TAMIAMI TRAIL, SUITE 400 NAPLES, FL 34105 USA |
| Name | Role | Address |
|---|---|---|
| AMY L EVANS | VICE PRESIDENT | 5150 TAMIAMI TRAIL, SUITE 400 NAPLES, FL 34105 USA |
| CHRISTOPHER J STACK | VICE PRESIDENT | 98 WILLIAM STREET NEWPORT, RI 02840 USA |
| Name | Role | Address |
|---|---|---|
| RICHARD C YOUNG | DIRECTOR | 98 WILLIAM STREET NEWPORT, RI 02840 USA |
| Name | Role | Address |
|---|---|---|
| CHRISTOPHER J. STACK | OTHER OFFICER | 98 WILLIAM STREET NEWPORT, RI 02840 UNI |
| Number | Name | File Date |
|---|---|---|
| 202447809950 | Annual Report | 2024-03-04 |
| 202327423810 | Annual Report | 2023-02-03 |
| 202210957550 | Annual Report | 2022-02-16 |
| 202187614140 | Annual Report | 2021-01-22 |
| 202034811070 | Annual Report | 2020-02-20 |
| 201986677600 | Annual Report | 2019-02-14 |
| 201857592650 | Annual Report | 2018-02-05 |
| 201734328880 | Annual Report | 2017-02-17 |
| 201692040110 | Annual Report | 2016-02-05 |
| 201555561840 | Annual Report | 2015-02-24 |
Date of last update: 08 Apr 2025
Sources: Rhode Island Department of State
