The David J. Yvars Group, Inc.

The David J. Yvars Group, Inc. (CRD# 130852) is a financial advisory firm headquartered in Valhalla, NY. They manage $137,438,462 in 716 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    716
    ACCOUNTS
  • Average Account Value
    $191,953
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, NH, NJ, NY, TX

Financial Advisors at The David J. Yvars Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David J. Yvars
CRD#: 5387045
400 Columbus Avenue, Valhalla, NY 10595
96
Wealthminder
score

David Yvars (CRD# 5387045) is an Investment Advisor Representative working at The David J. Yvars Group, Inc. in Valhalla, NY and has over 9 years of experience in the finance industry. David Yvars has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David J. Yvars
CRD#: 1046676
Diamond Corporate Park, 400 Columbus Avenue, Valhalla, NY 10595
63
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.