Angela Garcia
Young Richard C & CO · Newport, Rhode Island
Angela Garcia is a fee-only financial advisor at Young Richard C & CO in Newport, Rhode Island. Young Richard C & CO reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Young Richard C & CO |
|---|---|
| Based in | Newport, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.80B across 2,042 accounts |
| SEC registration | Investment adviser representative in RI · CRD 6447850 |
| Exams passed | Series 63 (2016) · Series 65 (2021) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | youngresearch.com |
How Angela's firm compares
- Young Richard C & CO's average account is about $882,000, from its Form ADV (assets managed divided by 2,042 accounts).
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Questions about Angela
Is Angela Garcia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angela holds no broker registration, and Young Richard C & CO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Angela charge for financial advice?
Angela's firm, Young Richard C & CO, reports charging a percentage of assets on its SEC Form ADV.
Where is Angela Garcia based?
Angela Garcia is based in Newport, Rhode Island.
Is Angela Garcia registered with the SEC?
Yes. Angela Garcia is registered as an investment adviser representative in RI (CRD 6447850), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Young Richard C & CO manage?
Young Richard C & CO reports $1.80B across 2,042 accounts in assets under management.
How do I contact Angela Garcia?
Through Angela's website, youngresearch.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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