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Martin Xavier Shields

BOUCHEY FINANCIAL GROUP LTD·TROY, New York
Unclaimed Profile
1819 FIFTH AVENUE, TROY, NY 12180-3302CRD# 5278773Firm CRD# 111824
01

About

Martin Xavier Shields is a registered financial advisor based in TROY, New York, affiliated with BOUCHEY FINANCIAL GROUP LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BOUCHEY FINANCIAL GROUP LTD
BOUCHEY FINANCIAL GROUP LTD
AUM
$1.2B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at BOUCHEY FINANCIAL GROUP LTD →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5278773
Firm CRD# 111824
No disclosures on file
View on FINRA BrokerCheck →

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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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