Unclaimed Profile

David James Yvars

THE DAVID J. YVARS, GROUP, INC·VALHALLA, New York

THE DAVID J. YVARS, GROUP, INC

400 COLUMBUS AVENUE, VALHALLA, NY 10595CRD# 1046676Firm CRD# 130852

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David James Yvars · VALHALLA, NY

Registration

CRD #1046676 · THE DAVID J. YVARS, GROUP, INC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

David James Yvars is a registered financial advisor based in VALHALLA, New York, affiliated with THE DAVID J. YVARS, GROUP, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

THE DAVID J. YVARS, GROUP, INC

THE DAVID J. YVARS GROUP, INC.

AUM

$260M

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE DAVID J. YVARS, GROUP, INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1046676

Firm CRD# 130852

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David James Yvars offer?

David James Yvars specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in VALHALLA, New York for a consultation.

What are David James Yvars's credentials?

David James Yvars is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David James Yvars located?

David James 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 Yvars charge for services?

David James 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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