Daniel William Yeager
Professional Summary
Daniel William Yeager, who also goes by Dan Yeager, is a registered financial advisor currently at VALLEY BROOK CAPITAL GROUP located in Kittanning, Pennsylvania. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniel has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dan Yeager
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
BLUESTONE CAPITAL MANAGEMENT | VALLEY BROOK CAPITAL GROUP, INC. | VALLEY BROOK CAPITAL GROUP | RETIREMENT ADVISORS, INC. | MST WEALTH ADVISORS, LLC | BLUESTONE WEALTH ADVISORS, INC.
Contact Information
Main Address
538 Valley Brook Road Suite 100, Venetia, PA 15367Phone Number
(724) 941-8625# of Employees
6SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
368AUM (Assets Under Management)
$223,267,862Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
BLUESTONE CAPITAL MANAGEMENT | VALLEY BROOK CAPITAL GROUP, INC. | VALLEY BROOK CAPITAL GROUP | RETIREMENT ADVISORS, INC. | MST WEALTH ADVISORS, LLC | BLUESTONE WEALTH ADVISORS, INC.
State Registrations and Notice Filings
(10/23/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel William Yeager's CRS (Customer Relationship Summary).
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