Barbara Bouchey
Barbara J. Bouchey Asset Management · Saratoga Springs, New York
Barbara Bouchey is a fee-only financial advisor at Barbara J. Bouchey Asset Management in Saratoga Springs, New York, who holds the CFP credential. Barbara J. Bouchey Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Barbara J. Bouchey Asset Management |
|---|---|
| Based in | Saratoga Springs, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $50.7M across 152 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 1363628 |
| Exams passed | Series 63 (1985) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.barbarabouchey.com |
How Barbara's firm compares
- Barbara J. Bouchey Asset Management's average account is about $334,000, from its Form ADV (assets managed divided by 152 accounts).
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Questions about Barbara
Is Barbara Bouchey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barbara holds no broker registration, and Barbara J. Bouchey Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barbara charge for financial advice?
Barbara's firm, Barbara J. Bouchey Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Barbara Bouchey based?
Barbara Bouchey is based in Saratoga Springs, New York.
What credentials does Barbara Bouchey hold?
Barbara Bouchey holds the CFP credential.
Is Barbara Bouchey registered with the SEC?
Yes. Barbara Bouchey is registered as an investment adviser representative in NY (CRD 1363628), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Barbara J. Bouchey Asset Management manage?
Barbara J. Bouchey Asset Management reports $50.7M across 152 accounts in assets under management.
How do I contact Barbara Bouchey?
Through Barbara's website, www.barbarabouchey.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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