VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC of SARATOGA SPRINGS, NY is an SEC-registered investment adviser (CRD 108183). Regulatory assets under management: $190.8M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Jeffrey Charles Vahanian | OWNER, PRESIDENT, MANAGING EXECUTIVE | — |
| Bonnie Marie Boyce | CHIEF FINANCIAL OFFICER (03/2023), VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Cameron Victoria Corsi | CHIEF INVESTMENT OFFICER AND DIRECTOR OF STRATEGIC PLANNING | — |
| VAHANIAN JEFFREY CHARLES | OWNER, PRESIDENT, MANAGING EXECUTIVE | — |
| BOYCE BONNIE MARIE | CHIEF FINANCIAL OFFICER (03/2023), VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES; VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | — |
| CORSI CAMERON VICTORIA | CHIEF INVESTMENT OFFICER AND DIRECTOR OF STRATEGIC PLANNING | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 518-369-0800 |
| — | — | 1 | 518-369-0800 |