THE DAVID J. YVARS GROUP INC. is an SEC-registered investment adviser (CRD 328901). Regulatory assets under management: $359.3M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| David James Yvars | CHIEF EXECUTIVE OFFICER, SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | — |
| Mary Jo Collabolletta | CHIEF OPERATING OFFICER | — |
| David James Jr Yvars | CHIEF FINANCIAL OFFICER AND FINANCIAL ADVISOR | — |
| Joseph Dennis Lee | VICE PRESIDENT AND FINANCIAL ADVISOR | — |
| YVARS DAVID JAMES | CHIEF EXECUTIVE OFFICER, SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | — |
| LEE JOSEPH DENNIS | VICE PRESIDENT AND FINANCIAL ADVISOR | — |
| COLLABOLLETTA MARY JO | CHIEF OPERATING OFFICER | — |
| JR YVARS DAVID JAMES | CHIEF FINANCIAL OFFICER AND FINANCIAL ADVISOR | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |