David Yvars, financial advisor Valhalla NY
63 score

David Yvars

CRD Number: 1046676
Current Firm: The David J. Yvars Group, Inc.

David Yvars (CRD# 1046676) is an Investment Advisor Representative working at The David J. Yvars Group, Inc. in Valhalla, NY and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
The David J. Yvars Group, Inc. Valhalla, NY Jan 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Aug 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for David J. Yvars
Phone Number: 914 741 9700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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