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Martin Xavier Shields

BOUCHEY FINANCIAL GROUP LTD·TROY, New York
Series 65Clean record19 years registeredBOUCHEY FINANCIAL GROUP LTD
1819 FIFTH AVENUE, TROY, NY 12180-3302CRD# 5278773Firm CRD# 111824

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martin Xavier Shields · TROY, NY
Registration
CRD #5278773 · BOUCHEY FINANCIAL GROUP LTD · 19 years registered
Brand Profile
Not yet started
01

Career History

BOUCHEY FINANCIAL GROUP LTD
Jul 2021 – present
BOUCHEY FINANCIAL GROUP LTD
Oct 2012 – Dec 2017
TROY, NY
WEST FINANCIAL SERVICES, INC.
Jul 2009 – Jul 2011
MCLEAN, VA
BURNS MATTESON CAPITAL MANAGEMENT
Feb 2009 – Jan 2010
CORNING, NY
JOYCEPAYNE PARTNERS
Jan 2007 – Mar 2009
RICHMOND, VA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 17, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BOUCHEY FINANCIAL GROUP LTD
CRD 111824 · SEC 801-51979
AUM
$1.2B
Regulatory assets under management
Employees
19
2,879 client accounts
Services offered by BOUCHEY FINANCIAL GROUP LTD
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BOUCHEY FINANCIAL GROUP LTD →
Introduction

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05

Frequently Asked Questions

What services does Martin Xavier Shields offer?
Martin Xavier Shields specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, New York for a consultation.
What are Martin Xavier Shields's credentials?
Martin Xavier Shields is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martin Xavier Shields located?
Martin Xavier Shields is based in TROY, New York, working with BOUCHEY FINANCIAL GROUP LTD. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does Martin Xavier Shields charge for services?
Martin Xavier Shields's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOUCHEY FINANCIAL GROUP LTD?
BOUCHEY FINANCIAL GROUP LTD has approximately 19 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOUCHEY FINANCIAL GROUP LTD

David Warner Clarke
TROY, NY
John Samuel Millet
TROY, NY
Ryan S Bouchey
TROY, NY
Steven Bernard Bouchey
TROY, NY

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