The David J. Yvars Group, Inc
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About this Advisor
David Jr Yvars is a certified financial planner based in Valhalla, New York, with a total of 16 years of industry experience. Jr Yvars is an advisor for The David J. Yvars Group, Inc. They have been with The David J. Yvars Group, Inc for the entirety of their career. Jr Yvars holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Florida, New York and Texas. The David J. Yvars Group, Inc is a registered investment company with a branch in Valhalla, New York. The company has offices in three locations and just five financial advisors. It oversees $260 million in total assets between its 919 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 919 customer accounts, 22% are associated with high-net-worth investors who have greater than $1 million in assets. The David J. Yvars Group, Inc offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors are based on which service is provided. Fee types charged by The David J. Yvars Group, Inc typically consist of asset-based fees.
Certifications and Registrations
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The David J. Yvars Group, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Jr Yvars Work History
David has been registered as a financial advisor for 16 years.*
The David J Yvars Group
*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 Jr 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
University Park, FL
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 email@example.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.