Financial ADVSR advisor directory · SEC adviser records
The David J. Yvars Group Inc. financial advisors in Valhalla, NY
Every SEC-registered investment adviser representative at a The David J. Yvars Group Inc. office in Valhalla, A to Z.
The short answer
4 registered advisors work at The David J. Yvars Group Inc. in Valhalla, out of 4 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
The David J. Yvars Group Inc. advisors in Valhalla, A to Z
Every The David J. Yvars Group Inc. advisor →- Mary Jo CollabollettaInvestment adviser rep
- Joseph D. LeeInvestment adviser rep
- David J. YvarsInvestment adviser rep
- David J. Yvars Jr.Certified Financial Planner
The David J. Yvars Group Inc. advisors in every city and state →The David J. Yvars Group Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Valhalla
All Valhalla advisors →Ameriprise Financial Services, LLC 11Raymond James Financial Services Advisors, Inc. 7
Questions
How many financial advisors does The David J. Yvars Group Inc. have in Valhalla?
4 investment adviser representatives are registered at The David J. Yvars Group Inc. offices in Valhalla, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is The David J. Yvars Group Inc. one of the largest advisor employers in Valhalla?
The David J. Yvars Group Inc. ranks number 3 in Valhalla by registered advisors; Ameriprise Financial Services, LLC has the most, with 11.
How do I check a The David J. Yvars Group Inc. advisor in Valhalla?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The David J. Yvars Group Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.