Chief Operating Officer, Chief Financial Officer · Bouchey Financial Group, LTD.
John S. Millet
CRD 7526846 · Named on Form ADV at one SEC-registered adviser
At a glance
Bouchey Financial Group, LTD., an SEC-registered wealth manager based in Troy, NY with $1.6 billion in regulatory assets, lists John S. Millet on its Form ADV as Chief Operating Officer, Chief Financial Officer, a control person.
Firms and roles
- Bouchey Financial Group, LTD.Chief Operating Officer, Chief Financial OfficerWealth manager · Troy, NY · $1.6B in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Steven B. BoucheyPresident, Bouchey Financial Group, LTD.
- Martin X. ShieldsChief Wealth Advisor, Bouchey Financial Group, LTD.
- David W. ClarkeChief Compliance Officer, Director of Operations, Bouchey Financial Group, LTD.
- Ryan S. BoucheyChief Strategic Officer, Bouchey Financial Group, LTD.
- Lauren A. BoucheyClient Relationship Manager, Bouchey Financial Group, LTD.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.