Karen Curry
Young Richard C & CO · Naples, Florida
Karen Curry is a fee-only financial advisor at Young Richard C & CO in Naples, Florida. 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 | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.80B across 2,042 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5706288 |
| Exams passed | Series 65 (2009) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | youngresearch.com |
How Karen'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 Karen
Is Karen Curry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen 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 Karen charge for financial advice?
Karen's firm, Young Richard C & CO, reports charging a percentage of assets on its SEC Form ADV.
Where is Karen Curry based?
Karen Curry is based in Naples, Florida.
Is Karen Curry registered with the SEC?
Yes. Karen Curry is registered as an investment adviser representative in FL (CRD 5706288), 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 Karen Curry?
Through Karen's website, youngresearch.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Naples
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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