Martin ShieldsCRD Number: 5278773
Current Firm: Bouchey Financial Group Ltd
Martin Shields (CRD# 5278773) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Troy, NY and has over 11 years of experience in the finance industry. Martin Shields 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.
Dutch Asset Corporation
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
|Bouchey Financial Group Ltd||Troy, NY||Jul 2012 - Current||4|
|Heritage Wealth Advisors||Richmond, VA||Jul 2011 - Jul 2012||1|
|West Financial Services, Inc.||Mclean, VA||Jun 2009 - Jul 2011||2|
|Burns Matteson Capital Management||Corning, NY||Dec 2008 - Jun 2009||< 1|
|Unemployed||Richmond, VA||Aug 2008 - Dec 2008||< 1|
|Joycepayne Partners||Richmond, VA||Jul 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2005|
Total Assets Under Management301MILLIONS
Total Number of Accounts1,144ACCOUNTS
Average Account Value$263,100
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MA, NH, NY
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