David Clarke is a registered investment advisor at Bouchey Financial Group LTD, based in Troy, NY, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,181 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bouchey Financial charges a percentage of your portfolio's value each quarter. The annual fee can be up to 1.00%, depending on the complexity of the services, the amount you invest, and your overall relationship with Bouchey Financial. More complex situations may result in a higher fee. Fees may be negotiable.
Location
1819 Fifth Avenue, Troy, NY, 12180-3302
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Regulatory History
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.
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David is a compensated board member of the Capital Hockey Association since 2015. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Bouchey Financial Group LTD
Previous Registrations
Goldman Sachs & CO. LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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.