# BOUCHEY FINANCIAL GROUP LTD

BOUCHEY FINANCIAL GROUP LTD of TROY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 111824
- Type: SEC-registered investment adviser
- SEC file number: 801-51979
- Location: 1819 FIFTH AVENUE, TROY, NY, 12180-3302
- Phone: 518-720-3333
- Latest filing: 2026-03-27
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.6B
- Non-discretionary AUM: $32.7M
- Clients: 21
- Accounts: 3,359

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (14)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111824/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111824/similar
- Related entities: https://search.stillhousedata.com/firm/111824/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111824

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.