DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

S•••••• B••••••

G••••••• A••••••• L••independent RIANew York, NyIA-onlyIAPD 4884215

Chartered Financial Analyst

Feed of 09/14/2026

At current firm

9 y

since Feb 7, 2017

In the industry

18 y

since Feb 22, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: General Partner · Founder & CEO, GoalVest Advisoryreportedgoalvestvc.comfirm site, Sep 15, 2026
Professional profile: LINKEDIN.COM/IN/SEVASTI-BALAFAS-CFA-CPWA%C2%AE-0235231reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

G••••••• A••••••• L•• independent RIA current
since Feb 7, 2017 · New York, Ny
V• W••••• A••••••• L•• former
May 21, 2019 to Sep 18, 2019 · Overland Park, Ks
H• B•••• I••• former
Sep 28, 2018 to Apr 26, 2019 · New York, Ny
R•• R•••••••• L•• BD affiliated
Mar 19, 2013 to Dec 1, 2016 · New York, Ny
L••••• B••••••• I••• unclassified
Feb 22, 2008 to Apr 28, 2008 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

V• W••••• A••••••• L•• to no registered destination
left Sep 18, 2019 · Departure, no registered destination
H• B•••• I••• to V• W••••• A••••••• L••
left Apr 26, 2019, registered May 21, 2019 (25 days) · Affiliated broker-dealer or bank to independent RIA
R•• R•••••••• L•• to G••••••• A••••••• L••
left Dec 1, 2016, registered Feb 7, 2017 (68 days) · Other
L••••• B••••••• I••• to R•• R•••••••• L••
left Apr 28, 2008, registered Mar 19, 2013 (1786 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address