SB
CFA
SB
CFA

Sevasti Balafas

15 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
450 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$628.3M

Fee Structure

Minimum Investment:$2M
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Location

4 World Trade Center, Suite 2908, New York, NY, 10007

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sevasti is the CEO of Goalvest Advisory LLC, providing investment management and wealth advisory services. She also serves as an IAR and CIO at VWealth Advisors, overseeing their internal investment management platform, dedicating about 10-20% of her time to each role.

Employment History
Current Registrations
First Liberties Financial
September 2025 - Present · 5 mos
First Liberties FinancialBroker
September 2025 - Present · 5 mos
Goalvest Advisory LLC
February 2017 - Present · 9 yrs
Previous Registrations
V Wealth Advisors LLC
May 2019 - September 2019 · 4 mos
H. Beck, INC.
September 2018 - April 2019 · 7 mos
City National Rochdale
March 2013 - December 2016 · 3 yrs 9 mos
Rim Securities LLCBroker
February 2013 - December 2016 · 3 yrs 10 mos
Lehman Brothers INC.
February 2008 - April 2008 · 2 mos
Lehman Brothers INC.Broker
January 2005 - April 2008 · 3 yrs 3 mos
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.