Goalvest Advisory LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 285374
- SEC number
- 801-116790
- Firm type
- RIA
- Assets under management
- $777.6M as of Mar 31, 2026
- Website
- www.linkedin.com/IN/SEVASTI-BALAFAS-CFA-CPWA%C2%AE-0235231 ↗
- Phone
- (646) 941-8458
- Address
- 4 World Trade Center, Suite 2908, New York, NY, 10007
Advisors at this firm
6 in our index · page 1 of 1
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Sevasti BalafasCRD 4884215 · New York, NYIA RegisteredBroker
-
Blair Daniel CohenCRD 6846064 · New York, NYIA RegisteredBroker
-
Braden Andrew DeforgeCRD 7677300 · New York, NYIA Registered
-
Chen LiCRD 7178292 · New York, NYIA RegisteredRegistration inactive
-
Harry John MartinCRD 2549229 · Dallas, TXIA RegisteredRegistration inactive
-
Ashwini PatilCRD 7380748 · New York, NYIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 285374 ↗
FINRA BrokerCheck record for firm CRD 285374 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.