Martin Xavier Shields

Employer firm

Bouchey Financial Group Ltd CRD 111824

$1.61B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → Present
  Bouchey Financial Group, Ltd
  Saratoga, NY

Previous Registrations

• 2012-10-23 → 2017-12-31
  Bouchey Financial Group Ltd
  Troy, NY
• 2009-07-17 → 2011-07-18
  West Financial Services, Inc.
  Mclean, VA
• 2009-02-03 → 2010-01-28
  Burns Matteson Capital Management, Llc
  Corning, NY
• 2007-01-17 → 2009-03-18
  Agili, P.C.
  Richmond, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-06

Designations

• Certified Financial Planner

Other Names

• Martin Shields
• Marty Shields