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Bouchey Financial Group, Ltd. Employee Directory

Financial ServicesNew York, United States11-50 Employees

Bouchey Financial Group, Ltd. operates as an independent, fee-only Registered Investment Advisor in the financial services sector, serving individuals, families, and businesses since 1990. Headquartered in Troy, New York, the firm employs a team of professionals that includes nine Certified Financial Planners, three CPAs, and two IRS Enrolled Agents. It manages more than $1.5 billion in client assets across 34 states and overseas. The company is family-owned and professionally led, with ownership shared among Steven Bouchey (CEO and Chief Visionary Officer), Ryan Bouchey, John Millet, Marty Shields, and Lauren Bouchey. It pursues fiduciary principles and has identified a next milestone of approximately $2 billion in assets under management; a related corporate development noted in public records is the 2022 acquisition of Bouchey & Clarke Benefits, Inc. by OneDigital.

Find Bouchey Financial Group, Ltd. employees' phone numbers or email addresses

Bouchey Financial Group, Ltd. Global Highlights

Location
Employees

North America
35

Minus sign iconPlus sign icon
  • United States Of America
    35

Bouchey Financial Group, Ltd.'s Leadership

  • Stylized image of a person
    A. S.
    Director Of Client Services
    Mobile Phone
  • Stylized image of a person
    E. S.
    Account Manager
    Mobile Phone
  • Stylized image of a person
    J. L.
    Client Services Associate
    Mobile Phone
  • Stylized image of a person
    P. L.
    Wealth Advisor / Portfolio Strategist
    Mobile Phone
  • Stylized image of a person
    S. C.
    Wealth Advisor
    Mobile Phone

Bouchey Financial Group, Ltd. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Sales
  • Accounting
  • Other
  • Entrepreneurship

Contact profiles from Bouchey Financial Group, Ltd.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. S.
    Director Of Client Services
    Mobile Phone
    Apr 07, 2026
  • Stylized image of a person
    E. S.
    Account Manager
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. L.
    Client Services Associate
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    P. L.
    Wealth Advisor / Portfolio Strategist
    Mobile Phone
    Apr 07, 2026
  • Stylized image of a person
    S. C.
    Wealth Advisor
    Mobile Phone
    Jan 09, 2026

Frequently Asked Questions

What is Bouchey Financial Group, Ltd. known for?

Minus sign iconPlus sign iconBouchey Financial Group, Ltd. was founded in 1995 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-518-720-****
. Explore Bouchey Financial Group, Ltd.'s company overview page for more information.

What is Bouchey Financial Group, Ltd.'s most common email format?

Minus sign iconPlus sign iconBouchey Financial Group, Ltd. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bouchey Financial Group, Ltd. email formats with LeadIQ.

How many employees does Bouchey Financial Group, Ltd. have currently?

Minus sign iconPlus sign iconBouchey Financial Group, Ltd. has approximately 22 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Bouchey Financial Group, Ltd.'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Bouchey Financial Group, Ltd.'s key employees include:

  • Director Of Client Services: A. S.
  • Account Manager: E. S.
  • Client Services Associate: J. L.
  • Wealth Advisor / Portfolio Strategist: P. L.
  • Wealth Advisor: S. C.

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