Mary Jo Collabolletta
The David J. Yvars Group · Valhalla, New York
Mary Jo Collabolletta is a fee-only financial advisor at The David J. Yvars Group in Valhalla, New York. Mary Jo 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 2767235 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | yvarsgroup.com |
How Mary Jo'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 Mary Jo
Is Mary Jo Collabolletta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary Jo 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 Mary Jo charge for financial advice?
Mary Jo's firm, The David J. Yvars Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Mary Jo Collabolletta based?
Mary Jo Collabolletta is based in Valhalla, New York.
What does Mary Jo specialize in?
Mary Jo's specialties include estate & legacy planning.
Is Mary Jo Collabolletta registered with the SEC?
Yes. Mary Jo Collabolletta is registered as an investment adviser representative in FL and NY (CRD 2767235), 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 Mary Jo Collabolletta?
Through Mary Jo'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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