VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC
CRD #108183 SEC #801-55829 SARATOGA SPRINGS, NY 518-583-0891
SEC Registered
Total AUM
$190.8M
Discretionary
$190.8M
Employees
6
Clients
101
Accounts
349
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BONNIE, MARIE | I | VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES, CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BONNIE, MARIE | I | CHIEF FINANCIAL OFFICER (03/2023), VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BONNIE, MARIE | I | CHIEF FINANCIAL OFFICER (03/2023), VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BONNIE, MARIE | I | CHIEF FINANCIAL OFFICER (03/2023), VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BONNIE, MARIE | I | CHIEF FINANCIAL OFFICER (03/2023), VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BONNIE, MARIE | I | CHIEF FINANCIAL OFFICER (03/2023), VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| CORSI, CAMERON, VICTORIA | I | CHIEF INVESTMENT OFFICER AND DIRECTOR OF STRATEGIC PLANNING | NA | Control |
| CORSI, CAMERON, VICTORIA | I | CHIEF INVESTMENT OFFICER AND DIRECTOR OF STRATEGIC PLANNING | NA | Control |
| CORSI, CAMERON, VICTORIA | I | CHIEF INVESTMENT OFFICER AND DIRECTOR OF STRATEGIC PLANNING | NA | Control |
| CORSI, CAMERON, VICTORIA | I | CHIEF INVESTMENT OFFICER AND DIRECTOR OF STRATEGIC PLANNING | NA | Control |
| CORSI, CAMERON, VICTORIA | I | CHIEF INVESTMENT OFFICER AND DIRECTOR OF STRATEGIC PLANNING | NA | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
| VAHANIAN, JEFFREY, CHARLES | I | OWNER, PRESIDENT, MANAGING EXECUTIVE | E | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (10)
CA CT FL MA NH NJ NY RI TX VT
Address
60 RAILROAD PLSTE 104
SARATOGA SPRINGS, NY 12866
United States
Phone: 518-583-0891