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David James Jr Yvars

THE DAVID J. YVARS, GROUP, INC·VALHALLA, New York
Series 65Clean record18 years registeredTHE DAVID J. YVARS, GROUP, INC
400 COLUMBUS AVENUE, VALHALLA, NY 10595CRD# 5387045Firm CRD# 130852

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David James Jr Yvars · VALHALLA, NY
Registration
CRD #5387045 · THE DAVID J. YVARS, GROUP, INC · 18 years registered
Brand Profile
Not yet started
01

Career History

THE DAVID J. YVARS GROUP INC.
Jun 2024 – present
THE DAVID J. YVARS GROUP, INC.
Aug 2007 – Dec 2023
VALHALLA, NY
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 31, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE DAVID J. YVARS, GROUP, INC
CRD 130852 · SEC 801-63040
AUM
$260M
Regulatory assets under management
Employees
5
919 client accounts
Services offered by THE DAVID J. YVARS, GROUP, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE DAVID J. YVARS, GROUP, INC →
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05

Frequently Asked Questions

What services does David James Jr Yvars offer?
David James Jr Yvars specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in VALHALLA, New York for a consultation.
What are David James Jr Yvars's credentials?
David James Jr Yvars is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David James Jr Yvars located?
David James Jr Yvars is based in VALHALLA, New York, working with THE DAVID J. YVARS, GROUP, INC. Their office serves clients in the VALHALLA metropolitan area and surrounding communities.
How does David James Jr Yvars charge for services?
David James Jr Yvars's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE DAVID J. YVARS, GROUP, INC?
THE DAVID J. YVARS, GROUP, INC has approximately 5 employees and manages $260M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE DAVID J. YVARS, GROUP, INC

David James Yvars
VALHALLA, NY
Joseph Dennis Lee
VALHALLA, NY
Mary Jo Collabolletta
VALHALLA, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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