Vincenzo G. Testa

BOUCHEY FINANCIAL GROUP LTD

Troy, NY 12180-3302

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CRD#: 7665293

Professional summary

Vincenzo Giovanni Testa is a registered financial advisor currently at BOUCHEY FINANCIAL GROUP LTD located in Troy, New York.

Vincenzo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Vincenzo has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) VINCENZO TESTA, CPA; NON-INVESTMENT RELATED; 36 MEADOW DRIVE, TROY, NY 12180; SOLE PROPRIETORSHIP TAX PRACTICE; OWNER; SINCE 1/1/2021; APPROXIMATELY 5 HOURS PER MONTH; PERFORMS TAX PREPARATION AND COMPLIANCE SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincenzo Giovanni Testa's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 17, 2023 - Present

BOUCHEY FINANCIAL GROUP LTD

Office #1: 1819 Fifth Avenue, Troy, NY 12180-3302

RIA

CRD#: 111824

Troy, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BOUCHEY FINANCIAL GROUP LTD

CRD#: 111824 / SEC#: 801-51979

RIA

Registered Investment Advisory firm - (5/24/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(1/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

BOUCHEY FINANCIAL GROUP LTD

CRD#: 111824 / SEC#: 801-51979

RIA

Registered Investment Advisory firm - (5/24/1996 Approved)

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Contact information

Main Address

1819 Fifth Avenue, Troy, NY 12180-3302

Mailing Address

Phone number

(518) 720-3333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	3,157
AUM (Assets Under Management)	$ 1,403,262,152

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Vincenzo G. Testa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincenzo Giovanni Testa's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOUCHEY FINANCIAL GROUP LTD

Primary Firm SEC Registration

BOUCHEY FINANCIAL GROUP LTD

State Registrations and Notice Filings

Exams

Current Firm

BOUCHEY FINANCIAL GROUP LTD

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOUCHEY FINANCIAL GROUP LTD

TRUST BUT VERIFY

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