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BOUCHEY FINANCIAL GROUP, LTD.

TROY, NY · CRD 111824 · IAPD ↗ · boucheyfinancial.com · 518-720-3333

$1.61BRegulatory AUM
11Advisory reps
21Employees
0Clients
251-500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2026 — BOUCHEY FINANCIAL GROUP LTD is now doing business as BOUCHEY FINANCIAL GROUP, LTD..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2026 — BOUCHEY FINANCIAL GROUP LTD added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
August 2025 — BOUCHEY FINANCIAL GROUP LTD notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — BOUCHEY FINANCIAL GROUP LTD shrank from 19 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2025 — BOUCHEY FINANCIAL GROUP LTD reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
September 2024 — BOUCHEY FINANCIAL GROUP LTD notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — BOUCHEY FINANCIAL GROUP LTD notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — BOUCHEY FINANCIAL GROUP LTD reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
77
April 2024 — BOUCHEY FINANCIAL GROUP LTD grew from 12 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — BOUCHEY FINANCIAL GROUP LTD crossed $1B in regulatory AUM ($830.8M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.