# WINFIELD ROSS YOUNG

WINFIELD ROSS YOUNG is an investment adviser representative (IAR) with state registration records since 2001, appearing at 4 firms. Currently registered with CLEARVIEW FINANCIAL PARTNERS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CLEARVIEW FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/286168) | 2018-04-27 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2017-08-24 | 2018-10-22 | — |
| [THE WHARTON ADVISORY GROUP, LLC](https://search.stillhousedata.com/firm/120522) | 2010-11-18 | 2018-07-05 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2001-02-06 | 2002-12-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3275194)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3275194.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.