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Jeffrey Charles Vahanian

VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC·SARATOGA SPRINGS, New York
Unclaimed Profile
60 RAILROAD PL, SARATOGA SPRINGS, NY 12866CRD# 1777656Firm CRD# 108183
01

About

Jeffrey Charles Vahanian is a registered financial advisor based in SARATOGA SPRINGS, New York, affiliated with VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC
AUM
$177M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1777656
Firm CRD# 108183
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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