A complete list of active advisors currently associated with The David J. Yvars Group Inc.

Warmer can help you find a great advisor at The David J. Yvars Group Inc. or one who fits your needs even better.

The firm advises a mix of individual and high‑net‑worth clients as well as pension and profit‑sharing plans, trusts, estates, corporations and defined contribution plans. It provides discretionary portfolio management and integrated financial planning services, with tailored client profiles and a stated account minimum for managed portfolios. DJY constructs customized, structured portfolios and manages most client assets on a discretionary basis, documenting goals and restrictions in individual client profiles. The firm uses a combination of fundamental, technical (charting) and cyclical analysis and lists strategies that can include long‑ and short‑term transactions, option writing and margin (borrowing) and rebalancing as part of portfolio implementation and ongoing monitoring. The brochure discloses written solicitation and referral arrangements, including payment to solicitors and a specific referral relationship with an accounting firm that provides services to the adviser — a form of third‑party endorsement and paid referral that the firm discloses to prospective clients. It also notes brokerage and custody practices that include use of a recommended broker‑dealer (with related non‑cash benefits such as block trading and reporting tools) and the firm’s inclusion of margin/borrowing and other active trading techniques in its list of possible strategies; the brochure further discloses a 2022 regulatory consent order related to state registration, which the firm reports was resolved with reimbursement from a former compliance consultant.

To learn more about the advisors currently working at The David J. Yvars Group Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.