Best Investors Account Sign in
Inactive

Harmony Dionne Wagner

Bouchey Financial Group Ltd

Troy, NY

Saratoga Springs, NY

CRD 7404910

Claim This Profile
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:

Current Employers
Bouchey Financial Group Ltd

1819 Fifth Avenue, Troy, NY 12180-3302 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-25
NY RA APPROVED 2021-07-27
  • TX RA
    APPROVED
    Since 2026-06-25
  • NY RA
    APPROVED
    Since 2021-07-27

Branch Locations

1819 Fifth Avenue, Troy, NY 12180-3302 • United States

340 Broadway, 3Rd Floor, Saratoga Springs, NY 12866 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bouchey Financial Group, Ltd Ballston Spa NY 09/2016 Present
Ballston Spa National Bank Burnt Hills NY 05/2016 09/2016
Designations
  • Certified Financial Planner
Other Names
  • Harmony Dionne Wagner
  • Harmony Wagner

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES

Nearby Investors

DAVID WARNER CLARKE
Scott Patrick Strohecker
STEVEN BERNARD BOUCHEY

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TROY, NY
LPL FINANCIAL LLC · TROY, NY
EDWARD JONES · TROY, NY

More in Troy, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor