Goalvest Advisory LLC

Goalvest Advisory LLC (CRD# 285374) is a financial advisory firm headquartered in New York, NY. They manage $463,392,076 in 1,039 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
4 World Trade Center, Suite 2908, New York, NY 10007
https://www.linkedin.com/in/sevasti-balafas-cfa-cpwa%c2%ae-0235231/
By the Numbers
  • Total Assets Under Management
    463
    MILLION
  • Total Number of Accounts
    1,039
    ACCOUNTS
  • Average Account Value
    $445,998
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, NY, TX

Financial Advisors at Goalvest Advisory LLC
Showing 1 - 4 of 4 top financial advisors.
1
Sevasti Balafas, financial advisor New York NY
Sevasti Balafas
CRD#: 4884215
4 World Trade Center, Suite 2908, New York, NY 10007

Sevasti Balafas (CRD# 4884215) is an Investment Advisor Representative working at Goalvest Advisory LLC in New York, NY and has over 10 years of experience in the finance industry.

2
Blair Cohen, financial advisor New York NY
Blair D. Cohen
CRD#: 6846064
4 World Trade Center, Suite 2908, New York, NY 10007

Blair Cohen (CRD# 6846064) is an Investment Advisor Representative working at Goalvest Advisory LLC in New York, NY and has over 6 years of experience in the finance industry.

3
Sam Howard, financial advisor New York NY
Sam D. Howard
CRD#: 7382838
4 World Trade Center, Suite 2908, New York, NY 10007

Sam Howard (CRD# 7382838) is an Investment Advisor Representative working at Goalvest Advisory LLC in New York, NY and has over 2 years of experience in the finance industry.

4
Ashwini Patil, financial advisor New York NY
Ashwini Patil
CRD#: 7380748
4 World Trade Center, Suite 2908, New York, NY 10007

Ashwini Patil (CRD# 7380748) is an Investment Advisor Representative working at Goalvest Advisory LLC in New York, NY and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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