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Chief Executive Officer, Senior Portfolio Manager and Chief Compliance Officer · The David J. Yvars Group Inc.

David J. Yvars

CRD 1046676 · Named on Form ADV at one SEC-registered adviser

At a glance

The David J. Yvars Group Inc., an SEC-registered wealth manager with $359 million in regulatory assets, lists David J. Yvars on its Form ADV as Chief Executive Officer, Senior Portfolio Manager and Chief Compliance Officer, a control person.

Firms and roles

  • The David J. Yvars Group Inc.Chief Executive Officer, Senior Portfolio Manager and Chief Compliance OfficerWealth manager · United States · $359M in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.