Steven B. Bouchey
Professional summary
Steven Bernard Bouchey, CFP®, who also goes by Steven B Bouchey, is a registered financial advisor currently at BOUCHEY FINANCIAL GROUP LTD located in Troy, New York.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Steven has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Bernard Bouchey's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1991
Experience
August 10, 2021 - Present
BOUCHEY FINANCIAL GROUP LTD
Office #1: 1819 Fifth Avenue, Troy, NY 12180-3302March 19, 2013 - November 11, 2013
BOUCHEY FINANCIAL GROUP LTD
November 3, 2010 - October 20, 2011
BOUCHEY FINANCIAL GROUP LTD
October 19, 1994 - June 30, 1998
OSAIC WEALTH, INC.
March 8, 1988 - October 31, 1994
LINCOLN INVESTMENT
March 6, 1986 - March 26, 1988
ADVANTAGE CAPITAL CORPORATION
Primary Firm SEC Registration
BOUCHEY FINANCIAL GROUP LTD
CRD#: 111824 / SEC#: 801-51979
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/10/2021)
Exams
Current Firm
BOUCHEY FINANCIAL GROUP LTD
CRD#: 111824 / SEC#: 801-51979
Contact information
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,157 |
| AUM (Assets Under Management) | $ 1,403,262,152 |
Red Flags
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