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Barbara Joyce Bouchey

Barbara J. Bouchey Asset Management, Inc.

Saratoga Springs, NY

CRD 1363628

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Employer firm

Barbara J. Bouchey Asset Management, Inc. CRD 120034

$50.7M regulatory AUM 76 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Barbara J. Bouchey Asset Management, Inc.

Saratoga Springs, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-05-27
  • NY RA
    APPROVED
    Since 2022-05-27

Branch Locations

Saratoga Springs, NY • 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
Barbara J. Bouchey Asset Management Inc. Saratoga Springs NY 04/1996 Present
Castle Hill Capital Partners, Inc. New York City NY 12/2015 04/2021
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-04-30
  • S63 Uniform Securities Agent State Law Examination
    1985-04-30
Designations
  • Certified Financial Planner
Other Names
  • Barbara Bouchey Mistler

View on SEC IAPD

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