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Richard C. Young & Co., Ltd.

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Company Details

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 (36 years ago)
Identification Number: 000058282
ZIP code: 02840
County: Newport County
Purpose: INVESTMENT ADVISER
Principal Address: Google Maps Logo 98 WILLIAM STREET, NEWPORT, RI, 02840, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This 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

Agent

Name Role Address
CHRISTOPHER J. STACK Agent 98 WILLIAM STREET, NEWPORT, RI, 02840, USA

PRESIDENT

Name Role Address
MATHEW A YOUNG PRESIDENT 5150 TAMIAMI TRAIL, SUITE 400 NAPLES, FL 34105 USA

VICE PRESIDENT

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

DIRECTOR

Name Role Address
RICHARD C YOUNG DIRECTOR 98 WILLIAM STREET NEWPORT, RI 02840 USA

OTHER OFFICER

Name Role Address
CHRISTOPHER J. STACK OTHER OFFICER 98 WILLIAM STREET NEWPORT, RI 02840 UNI

Links between entities

Type:
Headquarter of
Company Number:
1433330
State:
NEW YORK

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001387304
Phone:
(401) 849 - 2137

Latest Filings

Form type:
13F-HR
File number:
028-12215
Filing date:
2025-05-02
File:
Form type:
13F-HR
File number:
028-12215
Filing date:
2025-01-28
File:
Form type:
13F-HR
File number:
028-12215
Filing date:
2024-11-07
File:
Form type:
13F-HR
File number:
028-12215
Filing date:
2024-08-08
File:
Form type:
13F-HR
File number:
028-12215
Filing date:
2024-05-08
File:

Filings

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

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Date of last update: 10 Jun 2025

Sources: Rhode Island Department of State