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Paolo Christopher Lapietra

Bouchey Financial Group Ltd

Saratoga Springs, NY

Troy, NY

CRD 6741780

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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
FL RA APPROVED 2026-08-05
NY RA APPROVED 2021-07-30
  • FL RA
    APPROVED
    Since 2026-08-05
  • NY RA
    APPROVED
    Since 2021-07-30

Branch Locations

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

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
Keybank Albany NY 06/2016 01/2017
Morgan Stanley Albany NY 01/2017 07/2018
Bouchey Financial Group, Ltd Saratoga Springs NY 08/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-30
  • S66 Uniform Combined State Law Examination
    2017-03-30
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

SARATOGA INVESTMENT SOLUTIONS INC.
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

CYNTHIA ELIZABETH ZALEWSKY
BONNIE MARIE BOYCE
JEFFREY CHARLES VAHANIAN

Nearby Offices

SARATOGA INVESTMENT SOLUTIONS INC. · SARATOGA SPRINGS, NY
COMMONWEALTH FINANCIAL NETWORK · Saratoga Springs, NY
JANNEY MONTGOMERY SCOTT LLC · SARATOGA SPRINGS, NY

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