Client Relationship Manager · Bouchey Financial Group, LTD.
Lauren A. Bouchey
CRD 8141676 · 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 Lauren A. Bouchey on its Form ADV as Client Relationship Manager, a control person.
Firms and roles
- Bouchey Financial Group, LTD.Client Relationship ManagerWealth manager · Troy, NY · $1.6B in regulatory assets
AtlasMembers
Lauren’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
- John S. MilletChief Operating Officer, Chief Financial Officer, Bouchey Financial Group, LTD.
- Ryan S. BoucheyChief Strategic Officer, 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 Lauren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.