The David J. Yvars Group, Inc

Investment Advisor
in University Park, FL

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About this Advisor

David Yvars is a financial advisor working in University Park, Florida with 1 year of relevant experience. Yvars is currently employed by The David J. Yvars Group, Inc. They have spent the entirety of their time as a financial advisor at The David J. Yvars Group, Inc. Yvars has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, New York and Texas. The David J. Yvars Group, Inc is a financial advisory company with a branch in University Park, Florida. The investment advisory business has offices in three locations and just five employees. It handles $260 million in assets under management between its 919 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 919 customer accounts, 22% are associated with high-net-worth investors who have more than $1 million in assets. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely depend on which service is offered. However, fees charged by The David J. Yvars Group, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

University Park, FL

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The David J. Yvars Group, Inc Brokerage Details

Total Assets Under Management


Total Number of Employees


Total Number of Accounts


Average Account Size


Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

David Yvars Work History

David has been registered as a financial advisor for 1 years.*

2004 - Present (19 years)

The David J. Yvars Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of David Yvars to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The David J. Yvars Group, Inc

David Jr Yvars
Valhalla, NY
Joseph Lee
Valhalla, NY
David Yvars
University Park, FL
Mary Jo Collabolletta
Valhalla, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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