Unclaimed Profile

Jeffrey Charles Vahanian

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

SIE, Series 7, Series 24, Series 63, Series 65CFP23 years registeredVAHANIAN & ASSOCIATES FINANCIAL PLANNING INC

60 RAILROAD PL, SARATOGA SPRINGS, NY 12866CRD# 1777656Firm CRD# 108183

Profile Verification

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

Identity

Jeffrey Charles Vahanian · SARATOGA SPRINGS, NY

Registration

CRD #1777656 · VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC · 23 years registered

Brand Profile

Not yet started

Career History

COMMONWEALTH FINANCIAL NETWORK

Jul 2025 – present

VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC

Jul 2010 – Oct 2025

SARATOGA SPRINGS, NY

VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC

Mar 2003 – Dec 2008

SARATOGA SPRINGS, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 24, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

2003Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Jeffrey Charles Vahanian offer?

Jeffrey Charles Vahanian specializes in Financial Planning, Investment Management. Contact their office in SARATOGA SPRINGS, New York for a consultation.

What are Jeffrey Charles Vahanian's credentials?

Jeffrey Charles Vahanian holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Charles Vahanian located?

Jeffrey Charles Vahanian 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 Jeffrey Charles Vahanian charge for services?

Jeffrey Charles Vahanian'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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