Vahanian & Associates Financial Planning Inc.

Vahanian & Associates Financial Planning Inc. (CRD# 108183) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $176,994,232 in 321 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
60 Railroad Pl, Ste 104, Saratoga Springs, NY 12866
http://www.vahanian.com
By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $551,384
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
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NH, NY

Financial Advisors at Vahanian & Associates Financial Planning Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Bonnie Boyce, financial advisor Saratoga Springs NY
Bonnie M. Boyce
CRD#: 1452608
60 Railroad Pl, Ste 104, Saratoga Springs, NY 12866

Bonnie Boyce (CRD# 1452608) is an Investment Advisor Representative working at Vahanian & Associates Financial Planning Inc. in Saratoga Springs, NY and has over 39 years of experience in the finance industry.

2
Jeffrey Vahanian, financial advisor Saratoga Springs NY
Jeffrey C. Vahanian
CRD#: 1777656
60 Railroad Pl, Ste 104, Saratoga Springs, NY 12866

Jeffrey Vahanian (CRD# 1777656) is an Investment Advisor Representative working at Vahanian & Associates Financial Planning Inc. in Saratoga Springs, NY and has over 36 years of experience in the finance industry.

3
Cameron Corsi, financial advisor Saratoga Springs NY
Cameron V. Corsi
CRD#: 5962210
60 Railroad Pl, Ste 104, Saratoga Springs, NY 12866

Cameron Corsi (CRD# 5962210) is an Investment Advisor Representative working at Vahanian & Associates Financial Planning Inc. in Saratoga Springs, NY and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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