# VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC

VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC of SARATOGA SPRINGS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 108183
- Type: SEC-registered investment adviser
- SEC file number: 801-55829
- Location: 60 RAILROAD PL, STE 104, SARATOGA SPRINGS, NY, 12866
- Phone: 518-583-0891
- Latest filing: 2025-03-26
- Regulatory AUM: $190.8M
- Discretionary AUM: $190.8M
- Clients: 6
- Accounts: 349

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| 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 | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 518-369-0800 |
| — | — | 1 | 518-369-0800 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108183/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108183/similar
- Related entities: https://search.stillhousedata.com/firm/108183/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108183

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.