Daniel William Yeager
Investment adviser representative at Valley Brook Capital Group
11 yearsExperience
1 stateRegistered in
$223.3MFirm assets
8 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Valley Brook Capital GroupOct 2018 to now
- Valley Brook Capital Group, Inc. dba Mst Wealth Advisors, LLC.Oct 2018 to now
- Mccall Scanlon & Tice, LLCSep 2015 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Valley Brook Capital Group
Legal name: Valley Brook Capital Group, Inc.
$223.3MAssets managed
204Clients
6Advisers
8 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
- 7036149
- Firm CRD
- 122460