DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michael David Young

Almanack Investment Partnersindependent RIANewtown Square, Pa dual registrantIAPD 6672961

Feed of 09/15/2026

Also filed as Michael David Young

At current firm

0 y

since Apr 30, 2026

In the industry

10 y

since Jun 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Almanack Investment Partners independent RIA current
since Apr 30, 2026 · Medford, Nj
Redwood Wealth Management Group, LLC independent RIA
Apr 4, 2024 to May 13, 2026 · Medford, Nj
Eagle Strategies LLC BD affiliated
Jan 10, 2024 to Mar 12, 2024 · Mt Laurel, Nj
LPL Financial LLC BD affiliated
Jul 5, 2019 to Apr 12, 2022 · Marlton, Nj

Moves

a registration end followed by a registration begin elsewhere

Redwood Wealth Management Group, LLC to Almanack Investment Partners
left May 13, 2026, registered Apr 30, 2026 (-13 days) · RIA to RIA · moved with a team
Eagle Strategies LLC to Redwood Wealth Management Group, LLC
left Mar 12, 2024, registered Apr 4, 2024 (23 days) · Affiliated broker-dealer or bank to independent RIA
LPL Financial LLC to Eagle Strategies LLC
left Apr 12, 2022, registered Jan 10, 2024 (638 days) · RIA to affiliated broker-dealer or bank

Signals

Michael David Young left Redwood Wealth Management Group, Llc for Almanack Investment Partners (registered 2026-04-30)
May 13, 2026 · Advisor changed firm · fact
Michael David Young left Eagle Strategies Llc for Redwood Wealth Management Group, Llc (registered 2024-04-04)
Mar 12, 2024 · Advisor changed firm · fact
Michael David Young left Lpl Financial Llc for Eagle Strategies Llc (registered 2024-01-10)
Apr 12, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address