Joseph
Lee

The David J. Yvars Group, Inc

CRD#4469540
Investment Advisor
in Valhalla, NY

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About this Advisor

Joseph Lee is a financial advisor working out of Valhalla, New York with a total of 2 years of relevant experience. Lee works at The David J. Yvars Group, Inc. They have spent their whole career at The David J. Yvars Group, Inc. Lee holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. The David J. Yvars Group, Inc is a firm with a branch in Valhalla, New York. The investment advisory business has offices in three locations and just five people on staff. It administers $260 million in total assets between its 919 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 919 client accounts, 22% are associated with high-net-worth individuals who have at least $1 million in assets. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors vary depending on which services are provided. However, fee types billed by The David J. Yvars Group, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

400 Columbus Avenue Suite 305
Valhalla, NY 10595

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The David J. Yvars Group, Inc Brokerage Details

Total Assets Under Management

$260,294,442

Total Number of Employees

5

Total Number of Accounts

919

Average Account Size

$283,237

Investment Advisory Services

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

Joseph Lee Work History

Joseph has been registered as a financial advisor for 2 years.*

2004 - Present (20 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.

Disclosures

Please visit the SEC profile of Joseph Lee 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
David Yvars
University Park, FL
Mary Jo Collabolletta
Valhalla, NY
Joseph Lee
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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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.

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