Young America Capital, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
—
Advisory reps
49
Avg account
$0

Firm details

Headquarters
Mamaroneck, New York
CRD number
150443
Registered since
March 9, 2010

Firm profile

FINTRX

Overview

Young America Capital, LLC is organized as a limited liability company and is registered with the SEC since 2010. FINTRX classifies the firm as an investment bank and identifies the ownership as individual. The record does not list the firm's client types, fee model, specific business lines or advisory activities. The profile indicates several negative flags about services it does not provide: it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant and not listed as a related adviser. Those attributes suggest the firm does not present itself as a traditional registered investment adviser with ongoing discretionary asset management activity on the FINTRX platform.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Robert Bull

    CFOCRD 1521134

  • John Heffernan

    CFOCRD 1406743

Contacts

3 of 47
  • Dawn Barnes

    Dawn Barnes

    Registered Securities RepresentativeCRD 2630218

  • Donald Jackson

    Donald Jackson

    Registered RepresentativeCRD 1275760

  • Bruce Forrest

    Bruce Forrest

    Managing DirectorCRD 5774784

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mamaroneck, NY

Westchester

Location

Mamaroneck, NY

Headquartered in Mamaroneck, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Westchester
Address
141 E Boston Post Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth