BOUCHEY FINANCIAL GROUP LTD
CRD #111824 SEC #801-51979 TROY, NY 518-720-3333
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
18
Clients
251
Accounts
3,157
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 30, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOUCHEY, RYAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUCHEY, RYAN, S | I | CHIEF FINANCIAL OFFICER AND VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | CHIEF FINANCIAL OFFICER AND VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | CHIEF FINANCIAL OFFICER AND VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | CHIEF FINANCIAL OFFICER AND VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | CHIEF FINANCIAL OFFICER AND VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | CHIEF FINANCIAL OFFICER AND VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | CHIEF FINANCIAL OFFICER AND VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | CHIEF FINANCIAL OFFICER AND VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, S | I | VICE PRESIDENT | NA | Control |
| BOUCHEY, RYAN, STEVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CLARKE, DAVID, WARNER | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| CLARKE, DAVID, WARNER | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| CLARKE, DAVID, WARNER | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| CLARKE, DAVID, WARNER | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| CLARKE, DAVID, WARNER | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| CLARKE, DAVID, WARNER | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| CLARKE, DAVID, WARNER | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| CLARKE, DAVID, WARNER | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| CLARKE, DAVID, WARNER | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| CLARKE, DAVID, WARNER | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| CLARKE, DAVID, WARNER | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| CLARKE, DAVID, WARNER | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| CLARKE, DAVID, WARNER | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| CLARKE, DAVID, WARNER | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| CLARKE, DAVID, WARNER | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| CLARKE, DAVID, WARNER | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| GOLDMAN, PETER, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILLET, JOHN | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MILLET, JOHN, SAMUEL | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MILLET, JOHN, SAMUEL | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MILLET, JOHN, SAMUEL | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MILLET, JOHN, SAMUEL | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MILLET, JOHN, SAMUEL | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MILLET, JOHN, SAMUEL | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MILLET, JOHN, SAMUEL | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MILLET, JOHN, SAMUEL | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MILLET, JOHN, SAMUEL | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MILLET, JOHN, SAMUEL | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | CHIEF WEALTH ADVISOR | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | CHIEF WEALTH ADVISOR | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | CHIEF WEALTH ADVISOR | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | CHIEF WEALTH ADVISOR | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | CHIEF WEALTH ADVISOR | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | CHIEF WEALTH ADVISOR | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | CHIEF WEALTH ADVISOR | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | CHIEF WEALTH ADVISOR | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | CHIEF WEALTH ADVISOR | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | CHIEF WEALTH ADVISOR | NA | Control |
| SHIELDS, MARTIN, XAVIER | I | CHIEF WEALTH ADVISOR | NA | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT & CCO | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT & CEO | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | E | Control |
| BOUCHEY, STEVEN, BERNARD | I | PRESIDENT | D | Control |
| BOUCHEY, LAUREN, ANNE | I | CLIENT RELATIONSHIP MANAGER | B | Control |
| BOUCHEY, RYAN, STEVEN | I | CHIEF INVESTMENT OFFICER | B | Control |
| MILLET, JOHN, SAMUEL | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | B | Control |
| SHIELDS, MARTIN, XAVIER | I | CHIEF WEALTH ADVISOR | B | Control |
Registrations
Federal
IA
Jul 30, 2025 REGISTERED
Notice Filings (16)
CA CT FL KY MA MI NC NH NJ NY PA SC TN TX VA VT
Address
1819 FIFTH AVENUETROY, NY 12180-3302
United States
Phone: 518-720-3333