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Daniel W. Yeager
VALLEY BROOK CAPITAL GROUP
Kittanning, PA 16201
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CRD#: 7036149
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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 .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dan Yeager
Other business activities
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.
MCCALL SCANLON & TICE, LLC, CERTIFIED PUBLIC ACCOUNTANTS, 5500 CORPORATE DRIVE, PITTSBURGH, PA 15237; ACCOUNTANT IN-CHARGE; 40 HOURS PER WEEK/TRADING HOURS; ACCOUNTING AND TAX SERVICES TO BUSINESS AND INDIVIDUALS
CRS (Client Relationship Summary) - RIA
Click below to view Daniel William Yeager's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 23, 2018 - Present
VALLEY BROOK CAPITAL GROUP
Office #1: 11931 State Route 85 Suite G, Kittanning, PA 16201Office #2: 5500 Corporate Drive Suite 240, Pittsburgh, PA 15237RIA
CRD#: 122460
Kittanning, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VB
VALLEY BROOK CAPITAL GROUP
BLUESTONE CAPITAL MANAGEMENT | VALLEY BROOK CAPITAL GROUP, INC. | VALLEY BROOK CAPITAL GROUP | RETIREMENT ADVISORS, INC. | MST WEALTH ADVISORS, LLC | BLUESTONE WEALTH ADVISORS, INC.
CRD#: 122460 / SEC#: 801-113710
RIA
Registered Investment Advisory firm - (7/27/2018 Approved)Ohio
Registered Investment Advisory firm - (4/21/2005 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/22/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(10/23/2018)
Exams
Current Firm
VB
VALLEY BROOK CAPITAL GROUP
BLUESTONE CAPITAL MANAGEMENT | VALLEY BROOK CAPITAL GROUP, INC. | VALLEY BROOK CAPITAL GROUP | RETIREMENT ADVISORS, INC. | MST WEALTH ADVISORS, LLC | BLUESTONE WEALTH ADVISORS, INC.
CRD#: 122460 / SEC#: 801-113710
RIA
Registered Investment Advisory firm - (7/27/2018 Approved)Ohio
Registered Investment Advisory firm - (4/21/2005 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/22/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
538 Valley Brook Road Suite 100, Venetia, PA 15367
Mailing Address
Phone number
(724) 941-8625
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 313 |
| AUM (Assets Under Management) | $ 192,166,993 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALLEY BROOK CAPITAL GROUP
CRD#: 122460Kittanning, PA 16201TRUST BUT VERIFY
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