Mary Jo Collabolletta
Professional summary
Mary Jo Collabolletta, who also goes by Maryjo Collabolletta, Mary Do Nardone, Maryjo Nardone, is a registered financial advisor currently at THE DAVID J. YVARS GROUP INC. located in Valhalla, New York.
Mary Jo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Mary Jo has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Jo Collabolletta's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 17, 2024 - Present
THE DAVID J. YVARS GROUP INC.
Office #1: 400 Columbus Avenue Suite 305, Valhalla, NY 10595June 17, 2021 - December 7, 2023
THE DAVID J. YVARS GROUP, INC.
January 27, 1998 - May 26, 2004
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
THE DAVID J. YVARS GROUP INC.
CRD#: 328901 / SEC#: 801-129169
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/2/2024)
(6/17/2024)
Exams
Current Firm
THE DAVID J. YVARS GROUP INC.
CRD#: 328901 / SEC#: 801-129169
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 951 |
| AUM (Assets Under Management) | $ 364,743,642 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
