Edward Smith
Young Richard C & CO · Newport, Rhode Island
Edward Smith 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, TX · CRD 2878281 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | youngresearch.com |
How Edward'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 Edward
Is Edward Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward 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 Edward charge for financial advice?
Edward's firm, Young Richard C & CO, reports charging a percentage of assets on its SEC Form ADV.
Where is Edward Smith based?
Edward Smith is based in Newport, Rhode Island.
Is Edward Smith registered with the SEC?
Yes. Edward Smith is registered as an investment adviser representative in RI and TX (CRD 2878281), 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 Edward Smith?
Through Edward'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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