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David James Yvars

The David J. Yvars Group Inc.

Valhalla, NY

CRD 5387045

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Employer firm

The David J. Yvars Group Inc. CRD 328901

$359M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
The David J. Yvars Group Inc.

University Park, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-11
NY RA APPROVED 2024-06-17
  • FL RA
    APPROVED
    Since 2024-11-11
  • NY RA
    APPROVED
    Since 2024-06-17

Branch Locations

400 Columbus Avenue Suite 30S, Valhalla, NY 10595 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The David J Yvars Group Valhalla NY 06/2009 12/2023
The David J. Yvars Group Inc. Valhalla NY 12/2023 Present
Previous Registrations
  • 2007-08-31 → 2023-12-07
    The David J. Yvars Group, Inc.
    Valhalla, NY
    University Park, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-24
  • S65 Uniform Investment Adviser Law Examination
    2007-08-24
Designations
  • Certified Financial Planner
Other Names
  • David James Yvars
  • David J Jr Yvars
  • David James Jr Yvars

View on SEC IAPD

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