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Joseph Dennis Lee

THE DAVID J. YVARS, GROUP, INC·VALHALLA, New York
Unclaimed Profile
400 COLUMBUS AVENUE, VALHALLA, NY 10595CRD# 4469540Firm CRD# 130852
01

About

Joseph Dennis Lee 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE DAVID J. YVARS, GROUP, INC
THE DAVID J. YVARS GROUP, INC.
AUM
$260M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at THE DAVID J. YVARS, GROUP, INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4469540
Firm CRD# 130852
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Dennis Lee offer?
Joseph Dennis Lee specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in VALHALLA, New York for a consultation.
What are Joseph Dennis Lee's credentials?
Joseph Dennis Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Dennis Lee located?
Joseph Dennis Lee 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 Joseph Dennis Lee charge for services?
Joseph Dennis Lee'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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Mary Jo Collabolletta — THE DAVID J. YVARS, GROUP, INCDavid James Jr Yvars — THE DAVID J. YVARS, GROUP, INCPatrick Robert Waterhouse — LM WATERHOUSE & CO., INC.Lawrence Michael Waterhouse — LM WATERHOUSE & CO., INC.David James Yvars — THE DAVID J. YVARS, GROUP, INC
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