BOUCHEY FINANCIAL GROUP, LTD. of TROY, NY is an SEC-registered investment adviser (CRD 111824). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Steven Bernard Bouchey | PRESIDENT | — |
| Martin Xavier Shields | CHIEF WEALTH ADVISOR | — |
| David Warner Clarke | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | — |
| John Samuel Millet | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | — |
| Ryan Steven Bouchey | CHIEF INVESTMENT OFFICER; CHIEF STRATEGIC OFFICER | — |
| Lauren Anne Bouchey | CLIENT RELATIONSHIP MANAGER | — |
| Ryan Bouchey | CHIEF INVESTMENT OFFICER | — |
| GOLDMAN PETER ANDREW | CHIEF COMPLIANCE OFFICER | — |
| BOUCHEY STEVEN BERNARD | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT & CCO (+1 more) | — |
| SHIELDS MARTIN XAVIER | CHIEF WEALTH ADVISOR; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER (+2 more) | — |
| BOUCHEY RYAN S | CHIEF FINANCIAL OFFICER AND VICE PRESIDENT; VICE PRESIDENT | — |
| CLARKE DAVID WARNER | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | — |
| MILLET JOHN SAMUEL | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | — |
| MILLET JOHN | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | — |