Sevasti Balafas is a CFA-designated registered investment advisor, based in New York, NY, with 16 years of industry experience.
Location
4 World Trade Center, Suite 2908, New York, NY, 10007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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 FinancialBroker
First Liberties Financial
Goalvest Advisory LLC
Previous Registrations
V Wealth Advisors LLC
H. Beck, INC.
City National Rochdale
Rim Securities LLCBroker
Lehman Brothers INC.
Lehman Brothers INC.Broker
State Registrations2 states
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