Bonnie Boyce, financial advisor Saratoga Springs NY
96 score

Bonnie Boyce

CRD Number: 1452608
Current Firm: Vahanian & Associates Financial Planning Inc.

Bonnie Boyce (CRD# 1452608) is an Investment Advisor Representative working at Vahanian & Associates Financial Planning Inc. in Saratoga Springs, NY and has over 31 years of experience in the finance industry. Bonnie Boyce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Vahanian & Associates Financial Planning Saratoga Springs, NY Feb 1992 - Current 24
Royal Alliance Associates, Inc. Saratoga Springs, NY Feb 1992 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
Contact Info for Bonnie M. Boyce
Phone Number: 518-583-0891
Firm Website:
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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