Martin Shields, financial advisor Troy NY

Martin Shields

CRD 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 18 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.

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Professional Designations
Company Name Location Dates Years
Bouchey Financial Group, Ltd Saratoga, NY Jul 2012 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2005
Contact Info for Martin X. Shields
Phone Number: 518-720-3333
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    1,161
    MILLIONS
  • Total Number of Accounts
    2,879
    ACCOUNTS
  • Average Account Value
    $403,251
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, CT, FL, KY, MA, NH, NJ, NY, SC, TN, TX, VA, VT

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