Bouchey Financial Group, Ltd. Employee Directory

Q: What is Bouchey Financial Group, Ltd. known for?

Bouchey Financial Group, Ltd. was founded in 1995. Bouchey Financial Group, Ltd. operates in the Financial Services industry.

Financial ServicesNew York, United States11-50 Employees

Bouchey Financial Group is an independent, fee-only Registered Investment Advisor serving individuals, families, and businesses since 1990. With a team of 20 experienced professionals—including 9 CFP®s, 3 CPAs, and 2 IRS Enrolled Agents—we manage over $1.5 billion in assets for clients across 34 states and overseas.

We are proud to be family-owned and professionally led, with ownership shared among Steven Bouchey (CEO & Chief Visionary Officer), Ryan Bouchey, John Millet, Marty Shields, and Lauren Bouchey.

Grounded in fiduciary values and forward-thinking strategy, we’re building toward our next major milestone: $2 billion in assets under management, supported by a deep bench of talent, trusted relationships, and a legacy of putting clients first.

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

Bouchey Financial Group, Ltd. Global Highlights

North America
34

United States Of America
34

Bouchey Financial Group, Ltd.'s Leadership

S. B.
Ceo And Chief Visionary Officer
Mobile Phone
Email
J. M.
Coo/Cfo
Mobile Phone
Email
R. S. B.
Chief Strategy Officer
Mobile Phone
Email
M. S.
Chief Wealth Advisor & Shareholder
Mobile Phone
Email
R. M.
Owner
Mobile Phone
Email
D. C.
Director Of Operations
Mobile Phone
Email
A. S.
Director Of Client Services
Mobile Phone
Email
S. M.
Client Relationship Manager
Mobile Phone
Email

Bouchey Financial Group, Ltd. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Sales
Accounting
Other

Contact profiles from Bouchey Financial Group, Ltd.

Name

Title

Contact Info

Location

Last Update

J. M.
Coo/Cfo
Mobile Phone
Email
United StatesNew York
Aug 03, 2025
S. B.
Ceo And Chief Visionary Officer
Mobile Phone
Email
United StatesNew York
Nov 17, 2025
R. S. B.
Chief Strategy Officer
Mobile Phone
Email
United StatesMassachusetts
Nov 06, 2025
R. M.
Owner
Mobile Phone
Email
United StatesMichigan
Oct 17, 2024
D. C.
Director Of Operations
Mobile Phone
Email
United StatesNew York
Mar 13, 2024
A. S.
Director Of Client Services
Mobile Phone
Email
Oct 23, 2024
S. M.
Client Relationship Manager
Mobile Phone
Email
United StatesNew York
Nov 06, 2025
A. G.
Client Relationship Manager
Mobile Phone
Email
United StatesNew York
Nov 06, 2025
E. S.
Account Manager
Mobile Phone
Email
Oct 17, 2024
E. W.
Portfolio Analyst & Trader
Mobile Phone
Email
United States
Nov 18, 2025

Frequently Asked Questions

What is Bouchey Financial Group, Ltd. known for?

Bouchey Financial Group, Ltd. was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 1819 Fifth Avenue Troy, New York 12180 United States; 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?

Bouchey 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?

Bouchey Financial Group, Ltd. has approximately 22 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

Ceo And Chief Visionary Officer: S. B.
Coo/Cfo: J. M.
Chief Strategy Officer: R. S. B.
Chief Wealth Advisor & Shareholder: M. S.
Owner: R. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking