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RIA / WealthAdvisor27 years in industry

WINFIELD ROSS YOUNG

Advisor at CLEARVIEW FINANCIAL PARTNERS

RADNOR, PA

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Search this name across graphsid dfx:ria:de56faee-327d-1248-6ff8-2f264064f718

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 6, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLEARVIEW FINANCIAL PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 3, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 3, 1999
First registration: Feb 6, 2001
Dual registered: no
Other names: W. ROSS YOUNG|W ROSS YOUNG|ROSS YOUNG
IAPD individual key: 3275194

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLEARVIEW FINANCIAL PARTNERS	Independent wealth	Apr 27, 2018	n/a	yes	RADNOR, PA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 24, 2017	Oct 22, 2018	no	RADNOR, PA	Previous registration
THE WHARTON ADVISORY GROUP, LLC	Former SEC adviser	Nov 18, 2010	Jul 5, 2018	no	WAYNE, PA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 6, 2001	Dec 17, 2002	no	BALTIMORE, MD\|Wayne, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	CLEARVIEW FINANCIAL PARTNERS	Oct 22, 2018	Apr 27, 2018	-178	Firm change after gap	Other
THE WHARTON ADVISORY GROUP, LLC	LPL FINANCIAL LLC	Jul 5, 2018	Aug 24, 2017	-315	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	THE WHARTON ADVISORY GROUP, LLC	Dec 17, 2002	Nov 18, 2010	2,893	Firm change after gap	Other

Relationships

Registered with (4)

→ CLEARVIEW FINANCIAL PARTNERSRegistered adviserregistration: current employment
Apr 27, 2018 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 24, 2017 to Oct 22, 2018factForm ADV
→ THE WHARTON ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Nov 18, 2010 to Jul 5, 2018factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 6, 2001 to Dec 17, 2002factForm ADV

Dated events

No dated event names this entity yet.