Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel William Yeager

Valley Brook Capital Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel William Yeager

Daniel Yeager is an investment advisor representative at Valley Brook Capital Group, a financial services firm located in Venetia, Pennsylvania. Daniel has been with Valley Brook Capital Group since October 2018 and has over 10 years of experience in the financial services industry. Daniel is a Certified Public Accountant and holds a Pennsylvania Registered Investment Advisor designation. Daniel specializes in providing financial planning and investment management services to individuals, families, and businesses. Daniel has worked with clients in various industries, including business development companies, pension and profit-sharing plans, and corporations. Daniel is committed to providing personalized and comprehensive financial advice to help his clients achieve their financial goals.

Firm Information

Daniel Yeager is currently registered with Valley Brook Capital Group. Valley Brook Capital Group is an investment advisor located in Venetia, Pennsylvania. The firm manages over $168 million in assets for a diverse range of clients, including individuals, corporations, and retirement plans. Valley Brook Capital Group provides financial planning, pension consulting, and portfolio management services.
Valley Brook Capital Group

538 VALLEY BROOK ROAD

VENETIA, PA 15367

$168.81M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Yeager’s Registration & Firm History

PA

10/23/2018 - Present

Valley Brook Capital Group (Pittsburgh PA)

Not sure if Daniel William Yeager is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel William Yeager.
Not sure if Daniel William Yeager is right for you?