Unclaimed Profile

Bonnie Marie Boyce

VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC·SARATOGA SPRINGS, New York

SIE, Series 7, Series 24, Series 63CFPClean record14 years registeredVAHANIAN & ASSOCIATES FINANCIAL PLANNING INC

60 RAILROAD PL, SARATOGA SPRINGS, NY 12866CRD# 1452608Firm CRD# 108183

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bonnie Marie Boyce · SARATOGA SPRINGS, NY

Registration

CRD #1452608 · VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC · 14 years registered

Brand Profile

Not yet started

Career History

COMMONWEALTH FINANCIAL NETWORK

Jul 2025 – present

VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC

Oct 2011 – Oct 2025

SARATOGA SPRINGS, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · October 7, 2011

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC

CRD 108183 · SEC 801-55829

AUM

$177M

Regulatory assets under management

Employees

321 client accounts

Services offered by VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC →

Introduction

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Frequently Asked Questions

What services does Bonnie Marie Boyce offer?

Bonnie Marie Boyce specializes in Financial Planning, Investment Management. Contact their office in SARATOGA SPRINGS, New York for a consultation.

What are Bonnie Marie Boyce's credentials?

Bonnie Marie Boyce holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bonnie Marie Boyce located?

Bonnie Marie Boyce is based in SARATOGA SPRINGS, New York, working with VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.

How does Bonnie Marie Boyce charge for services?

Bonnie Marie Boyce's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC?

VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC has approximately 5 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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