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Steven Bernard Bouchey

BOUCHEY FINANCIAL GROUP LTD·TROY, New York
Series 6, Series 7, Series 24, Series 63, Series 65Clean record15 years registeredBOUCHEY FINANCIAL GROUP LTD
1819 FIFTH AVENUE, TROY, NY 12180-3302CRD# 1461280Firm CRD# 111824

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Bernard Bouchey · TROY, NY
Registration
CRD #1461280 · BOUCHEY FINANCIAL GROUP LTD · 15 years registered
Brand Profile
Not yet started
01

Career History

BOUCHEY FINANCIAL GROUP LTD
Aug 2021 – present
BOUCHEY FINANCIAL GROUP LTD
Mar 2013 – Nov 2013
TROY, NY
BOUCHEY FINANCIAL GROUP LTD
Nov 2010 – Oct 2011
TROY, NY
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · November 3, 2010
Years registered · 15
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 →
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05

Frequently Asked Questions

What services does Steven Bernard Bouchey offer?
Steven Bernard Bouchey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, New York for a consultation.
What are Steven Bernard Bouchey's credentials?
Steven Bernard Bouchey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Bernard Bouchey located?
Steven Bernard Bouchey 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 Steven Bernard Bouchey charge for services?
Steven Bernard Bouchey'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
Martin Xavier Shields
TROY, NY
John Samuel Millet
TROY, NY
Ryan S Bouchey
TROY, NY

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