Joseph Lee
The David J. Yvars Group · Valhalla, New York
Joseph Lee is a fee-only financial advisor at The David J. Yvars Group in Valhalla, New York. Joseph focuses on estate & legacy planning. The David J. Yvars Group reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | The David J. Yvars Group |
|---|---|
| Based in | Valhalla, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $359.3M across 1,000 accounts |
| SEC registration | Investment adviser representative in FL, NY · CRD 4469540 |
| Exams passed | Series 66 (2002) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | yvarsgroup.com |
| Profile |
How Joseph's firm compares
- The David J. Yvars Group's average account is about $359,000, from its Form ADV (assets managed divided by 1,000 accounts).
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Questions about Joseph
Is Joseph Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and The David J. Yvars Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, The David J. Yvars Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Lee based?
Joseph Lee is based in Valhalla, New York.
What does Joseph specialize in?
Joseph's specialties include estate & legacy planning.
Is Joseph Lee registered with the SEC?
Yes. Joseph Lee is registered as an investment adviser representative in FL and NY (CRD 4469540), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The David J. Yvars Group manage?
The David J. Yvars Group reports $359.3M across 1,000 accounts in assets under management.
How do I contact Joseph Lee?
Through Joseph's website, yvarsgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The David J. Yvars Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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