Barbara Bouchey (CRD# 1363628) is an Investment Advisor Representative working at Barbara J. Bouchey Asset Management, Inc. in Saratoga Springs, NY and has over 39 years of experience in the finance industry. Barbara Bouchey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barbara J. Bouchey Asset Management Inc. | Saratoga Springs, NY | Apr 1996 - Current | 28 |
| Castle Hill Capital Partners, Inc. | New York City, NY | Dec 2015 - Apr 2021 | 5 |
| Bouchey & Associates, Inc. | Saratoga Springs, NY | Sep 1997 - Nov 2015 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1985 |
- NY
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Total Assets Under Management29MILLIONS
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Total Number of Accounts136ACCOUNTS
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Average Account Value$209,826
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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