Chief Financial Officer and Financial Advisor · The David J. Yvars Group Inc.
David J. Jr Yvars
CRD 5387045 · 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. Jr Yvars on its Form ADV as Chief Financial Officer and Financial Advisor, a control person.
Firms and roles
- The David J. Yvars Group Inc.Chief Financial Officer and Financial AdvisorWealth 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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David J. YvarsChief Executive Officer, Senior Portfolio Manager and Chief Compliance Officer, The David J. Yvars Group Inc.
- Mary Jo CollabollettaChief Operating Officer, The David J. Yvars Group Inc.
- Joseph D. LeeVice President and Financial Advisor, The David J. Yvars Group Inc.
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.