Chief Strategic Officer · Bouchey Financial Group, LTD.
Ryan S. Bouchey
CRD 5457587 · 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 Ryan S. Bouchey on its Form ADV as Chief Strategic Officer, a control person.
Firms and roles
- Bouchey Financial Group, LTD.Chief Strategic OfficerWealth manager · Troy, NY · $1.6B in regulatory assets
AtlasMembers
Ryan’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
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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.
- John S. MilletChief Operating Officer, Chief Financial 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 Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.