How to Open an Account

There are two ways to open an account with Stone & Youngberg:

  1. Complete the account request form below.
  2. Call Mr. William Evans, Managing Director and head of Stone & Youngberg's Private Client Group. Mr. Evans can be reached at (800) 447-8663 or by email at wevans@syllc.com.

If you complete an account request form, a Stone & Youngberg account executive will contact you directly to complete the process.  Accounts cannot be opened online.

Stone & Youngberg protects the privacy of information provided. Privacy Policy

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Personal Information

First Name:* Middle Initial:
Last Name:*
Address 1:*
Address 2:
City:*
State:* Zip Code:*
Home Phone:* Work Phone:
Email:* Date of Birth:

Background Information

Annual Income: Tax Bracket:
Net Worth: Liquid Net Worth:

Investment Experience

Years In Equities: Bonds:
Options: Futures:
Mutual Funds:

Investment Objectives

Please select only your primary investment objective:

Risk Tolerance

Tolerance Level:

Referred By

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