BOUCHEY FINANCIAL GROUP LTD
SEC RegisteredPROVIDING FINANCIAL GUIDANCE & PEACE OF MIND
About the firm
Bouchey Financial Group is an SEC Registered Investment Advisor founded in 1995 by Steven Bouchey, CFP®, who has been advising clients since 1990. The firm manages over $1 billion in assets, providing personalized wealth management services for individuals, families, and businesses. With locations in Troy and Saratoga Springs, the firm operates as a 100% fiduciary, always putting clients' interests first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial and retirement planning, and Personal CFO services, including comprehensive and integrated wealth management solutions addressing complex aspects of financial planning.
Who they serve
High net worth individuals, families, businesses, and small institutions; minimum of $500,000 in investable assets; clients throughout the Capital District and beyond.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 707 | $281M |
| High Net Worth Individuals | 483 | $1.2B |
| Charitable Organizations | 19 | $50M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BOUCHEY FINANCIAL GROUP LTD 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 the SEC or FINRA websites before making any decision.
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