Bouchey Financial Group Ltd

Overview

Bouchey Financial Group Ltd is an SEC registered investment adviser based in Troy, NY, registered since 1996. It reports $1.6B in assets under management across 3,359 accounts, with 21 employees. It has 11 investment adviser representatives.

Reported AUM

$1.6B

Discretionary

98%

Accounts

3,359

Average account

$478K

Employees

21

Advisory reps

11

Registered since

1996

Jurisdictions

15

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 6

• Steven Bernard Bouchey President CRD 1461280
• David Warner Clarke Chief Compliance Officer, Director of Operations CRD 4971624
• John Samuel Millet Chief Operating Officer, Chief Financial Officer CRD 7526846

3 more executive officers, with direct contact details

Advisory reps 3 of 11

• Steven Bernard Bouchey Investment Adviser Rep CRD 1461280
• Ryan Steven Bouchey Investment Adviser Rep CRD 5457587
• Catherine Elizabeth Buck Investment Adviser Rep CRD 7978105

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1819 5th Ave
Troy, NY 12180

County

Rensselaer

Metro area

Albany-Schenectady-Troy, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 15 jurisdictions
• Website: boucheyfinancial.com

Every state, with registration dates

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