Barbara J. Bouchey
Professional summary
Barbara Joyce Bouchey, CFP®, who also goes by Barbara Bouchey Mistler, is a registered financial advisor currently at BARBARA J. BOUCHEY ASSET MANAGEMENT, INC. located in Saratoga Springs, New York.
Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Barbara has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Barbara Joyce Bouchey's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1990
Experience
May 27, 2022 - Present
BARBARA J. BOUCHEY ASSET MANAGEMENT, INC.
January 23, 1998 - April 1, 2021
CASTLE HILL CAPITAL PARTNERS, INC.
October 19, 1994 - April 1, 1998
OSAIC WEALTH, INC.
January 18, 1988 - October 31, 1994
LINCOLN INVESTMENT
October 8, 1985 - January 22, 1988
ADVANTAGE CAPITAL CORPORATION
May 1, 1985 - October 21, 1985
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/27/2022)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
BARBARA J. BOUCHEY ASSET MANAGEMENT, INC.
CRD#: 120034 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 148 |
| AUM (Assets Under Management) | $ 45,036,295 |
Red Flags
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Company Information
BARBARA J. BOUCHEY ASSET MANAGEMENT, INC.
CRD#: 120034Saratoga Springs, NYTRUST BUT VERIFY
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