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Vice President and Financial Advisor · The David J. Yvars Group Inc.

Joseph D. Lee

CRD 4469540 · 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 Joseph D. Lee on its Form ADV as Vice President and Financial Advisor, a control person.

Firms and roles

AtlasMembers

Joseph’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
1 firmLocked
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

  • 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.
  • David J. Jr YvarsChief Financial Officer 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 Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.