Bouchey Financial Group Ltd

Bouchey Financial Group Ltd (CRD# 111824) is a financial advisory firm headquartered in Troy, NY. They manage $1,160,960,475 in 2,879 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,161
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Bouchey Financial Group Ltd
Showing 1 - 9 of 9 top financial advisors.
1
Martin X. Shields
CRD#: 5278773
1819 Fifth Avenue, Troy, NY 12180

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.

2
Ryan Bouchey
CRD#: 5457587
Medfield, MA

Ryan Bouchey (CRD# 5457587) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Medfield, MA and has 1 year of experience in the finance industry.

3
Steven B. Bouchey
CRD#: 1461280
1819 Fifth Avenue, Troy, NY 12180

Steven Bouchey (CRD# 1461280) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Troy, NY and has over 37 years of experience in the finance industry.

4
David W. Clarke
CRD#: 4971624
1819 Fifth Avenue, Troy, NY 12180

David Clarke (CRD# 4971624) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Troy, NY and has over 12 years of experience in the finance industry.

5
Nicole A. Gobel
CRD#: 6173324
1819 Fifth Avenue, Troy, NY 12180

Nicole Gobel (CRD# 6173324) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Troy, NY and has over 4 years of experience in the finance industry.

6
Samantha B. Masey
CRD#: 7665285
340 Broadway, 3rd Floor, Saratoga Springs, NY 12866

Samantha Masey (CRD# 7665285) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Saratoga Springs, NY and has 1 year of experience in the finance industry.

7
John S. Millet
CRD#: 7526846
1819 Fifth Avenue, Troy, NY 12180

John Millet (CRD# 7526846) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Troy, NY and has 1 year of experience in the finance industry.

8
Vincenzo G. Testa
CRD#: 7665293
1819 Fifth Avenue, Troy, NY 12180

Vincenzo Testa (CRD# 7665293) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Troy, NY and has 1 year of experience in the finance industry.

9
Harmony D. Wagner
CRD#: 7404910
1819 Fifth Avenue, Troy, NY 12180

Harmony Wagner (CRD# 7404910) is an Investment Advisor Representative working at Bouchey Financial Group Ltd in Troy, NY and has 1 year of experience in the finance industry.

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