Donald Bouchard is a registered investment advisor, based in Batavia, NY, with 41 years of industry experience.
Location
Batavia, NY
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is a tax preparer/accountant, a musician/artist, and an insurance agent. He spends about 20% of his time on tax preparation and accounting, and minimal time on his music and insurance activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
August 2021 - September 2025 · 4 yrs 1 mo
Avantax Investment Services, INC.Broker
February 2009 - September 2025 · 16 yrs 7 mos
Five Star Investment Services, INC.Broker
February 2000 - February 2009 · 9 yrs
Invest Financial CorporationBroker
February 1998 - March 2000 · 2 yrs 1 mo
Pruco Securities CorporationBroker
July 1984 - February 1998 · 13 yrs 7 mos
State Registrations3 states
FLNYSC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.