Cheryl Lynn Young (also known as Cheryl Lynn Sitze), of Incline Village, Nevada, a stockbroker registered with Morgan Stanley, is the subject of a customer initiated investment related complaint on May 3, 2022 in which the customer requested compensatory damages based upon allegations that Young made unsuitable recommendations with respect to the purchase of a mutual fund in a fee based account when Young was associated with Morgan Stanley. Ms. Young denies these allegations.
Financial Industry Regulatory Authority (FINRA) Public Disclosure shows that Young is referenced in other customer initiated investment related disputes concerning Young’s conduct while associated with securities broker dealers, including American Express Financial Advisors Inc. On February 23, 2004, a customer initiated investment related complaint involving Young’s conduct was settled to resolve allegations that Young made unauthorized transactions in connection with the recommendation and sale of mutual funds when Young was associated with American Express Financial Advisors Inc.
On June 27, 2013, another customer filed an investment related complaint involving Young’s conduct in which the customer requested $48,513.69 in damages based upon allegations that Young made misrepresentations and omissions relating to the recommendation and sale of real estate securities when Young was associated with Ameriprise Financial Services LLC.
Young is also referenced in a complaint on November 12, 2013 in which the customer requested compensatory damages based upon allegations that Young made unsuitable transactions, misrepresentations, and excessive transactions regarding the recommendation and sale of mutual funds when Young was associated with Ameriprise Financial Services LLC.
Cheryl Young was associated with Morgan Stanley in Incline Village, NV, as an investment advisor representative from October 26, 2012 to May 26, 2022. Young has been associated with Rockefeller Financial LLC in Incline Village, NV, as a stockbroker since May 11, 2022. She has been associated with Rockefeller Capital Management as an investment advisor representative since May 11, 2022.
