Scott Patrick Strohecker
SS
CFP
Scott Patrick Strohecker
SS
CFP

Scott Strohecker

2 Years of Experience
Troy, NY

Scott Strohecker is a CFP-designated registered investment advisor at Bouchey Financial Group, LTD., based in Troy, NY, with 2 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,225 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,225 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Investment advisory fees range up to 1.00% annually based on factors such as account complexity, asset size, and overall relationship. Fees are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Scott Patrick Strohecker
SS
Scott Strohecker

Location

1819 Fifth Avenue, Troy, NY, 12180-3302

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History

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.

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Employment History
Current Registrations
Bouchey Financial Group, LTD.
May 2024 - Present · 2 yrs 5 mos
State Registrations1 state
NY
Advisor

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.
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Scott Patrick Strohecker
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