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 $148,391,438 in 730 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management148MILLION
Total Number of Accounts730ACCOUNTS
Average Account Value$203,276
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, NH, NJ, NY, TX
David Yvars (CRD# 5387045) is an Investment Advisor Representative working at The David J. Yvars Group, Inc. in Valhalla, NY and has over 10 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.
David Yvars (CRD# 1046676) is an Investment Advisor Representative working at The David J. Yvars Group, Inc. in Valhalla, NY and has over 29 years of experience in the finance industry.