Joseph Dennis Lee
Investment adviser representative at The David J. Yvars Group Inc.
22 yearsExperience
2 statesRegistered in
$359.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- The David J. Yvars Group, Inc.May 2004 to now
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
The David J. Yvars Group Inc.
$359.3MAssets managed
489Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4469540
- Firm CRD
- 328901