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VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC

SARATOGA SPRINGS, NY · CRD 108183 · IAPD ↗ · vahanian.com · 518-583-0891

$190.8MRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC (SARATOGA SPRINGS, NY) left the SEC roster (was $190.8M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.