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John Samuel Millet

Bouchey Financial Group Ltd

Troy, NY

CRD 7526846

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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
NY RA APPROVED 2024-02-16
  • NY RA
    APPROVED
    Since 2024-02-16

Branch Locations

1819 Fifth Avenue, Troy, NY 12180-3302 • 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 & Clarke Benefits, Inc Troy NY 04/2014 12/2021
Bouchey Financial Group Ltd. Troy NY 01/2022 Present
Other Businesses

INSURANCE SALES; IMPLEMENTED THROUGH THE INDIVIDUAL; NON-INVESTMENT RELATED; APPROXIMATELY 10% OF TIME

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-15
  • S65 Uniform Investment Adviser Law Examination
    2024-02-15
Other Names
  • John Millet

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

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