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Daniel William Yeager

Investment Adviser Representative at Valley Brook Capital Group

Pittsburgh, PACRD #7036149Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel William Yeager is an investment adviser representative with Valley Brook Capital Group in Pittsburgh, PA, where they have been registered since 2018, the year they entered the securities industry. They are registered to provide investment advice in Pennsylvania.

Office

5500 Corporate Drive, Suite 240
Pittsburgh, PA 15237

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Valley Brook Capital GroupCurrent
10/23/2018 – Pittsburgh, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. VALLEY BROOK CAPITAL GROUP, INC. dba MST WEALTH ADVISORS, LLC.
    Oct 2018 – no end date reportedVenetia, PA
  2. Mccall Scanlon & TICE, LLC
    Sep 2015 – no end date reportedPittsburgh, PA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Valley Brook Capital Group

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
Firm account minimum
$5,000 (waivable)
Estimated blended rate
0.01
Firm's annual rate schedule by assets
  • Up to $1,000,0001.00%
  • $1,000,001 to $4,000,0000.90%
  • $4,000,001 to $6,000,0000.75%
  • Above $6,000,0000.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Comprehensive investment and financial planning services, including completely customized portfolios and a holistic planning process

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting
Firm areas of expertise
Investment ManagementFinancial PlanningPortfolio ManagementBusiness Succession PlanningEstate PlanningTax PlanningRetirement PlanningRisk Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
3
Main office:
Venetia, PA
Founded:
1999
SEC file number:
801-113710

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 28, 2026

View full firm profile

Other advisors at Valley Brook Capital Group

5 other advisors in the directory

View Valley Brook Capital Group firm profile

Similar advisors in Pittsburgh, PA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel William Yeager has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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