TrueAdvisor
TrueAdvisor
JV
CFP
JV
CFP

Jeffrey Vahanian

Commonwealth Financial Network
38 Years of Experience
Saratoga Springs, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Vahanian is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Saratoga Springs, NY, with 38 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

60 Railroad Place, Suite 104, Saratoga Springs, NY, 12866

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey has been a registered representative of Royal Alliance Associates since 1989 and services investment advisory clients, dedicating nearly all of his time to this. He is also a licensed independent insurance agent since 1986, which takes minimal time.

Employment History
Current Registrations
Commonwealth Financial Network
July 2025 - Present · 1 yr 3 mos
Commonwealth Financial NetworkBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Vahanian & Associates Financial Planning INC
July 2010 - October 2025 · 15 yrs 3 mos
Vahanian & Associates Financial Planning INC
March 2003 - December 2008 · 5 yrs 9 mos
Osaic Wealth, INC.Broker
November 1989 - July 2025 · 35 yrs 8 mos
Integrated Resources Equity CorporationBroker
December 1987 - November 1989 · 1 yr 11 mos
State Registrations11 states
AZCACOCTFLINMANYPATXVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Saratoga Springs, NY →All financial advisors in New York →