Jeffrey Vahanian, financial advisor Saratoga Springs NY
86 score

Jeffrey Vahanian

CRD Number: 1777656
Current Firm: Vahanian & Associates Financial Planning Inc.

Jeffrey Vahanian (CRD# 1777656) is an Investment Advisor Representative working at Vahanian & Associates Financial Planning Inc. in Saratoga Springs, NY and has over 28 years of experience in the finance industry. Jeffrey Vahanian 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
Royal Alliance Associates, Inc. Saratoga Springs, NY Nov 1989 - Current 27
Vahanian & Associates Financial Planning Inc. Saratoga Springs, NY May 1986 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
S65 NASAA Investment Advisors Law Examination Mar 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey C. Vahanian
Phone Number: 518-583-0891
Firm Website: http://www.vahanian.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $488,773
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

CA, CT, FL, NH, NY

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BADGES
86

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