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Paolo Christopher Lapietra

Investment Adviser Representative at BOUCHEY FINANCIAL GROUP LTD

Saratoga Springs, NYCRD #6741780Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
2 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Paolo Christopher Lapietra has worked in the securities industry since 2020. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Florida and New York.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaNew York
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/30/2017
SIE
Securities Industry Essentials Examination
Passed 7/17/2018
Series 7
General Securities Representative Examination
Passed 2/21/2017

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Bouchey Financial Group Ltd Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BOUCHEY FINANCIAL GROUP LTDCurrent
7/30/2021Saratoga Springs, NY
MORGAN STANLEY
3/30/20177/17/2018Albany, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paolo Christopher Lapietra has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Paolo Christopher Lapietra - Financial Advisor in Saratoga Springs, NY | AdvisorFinder