Martin Xavier Shields
Investment adviser representative at Bouchey Financial Group, Ltd.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Bouchey Financial Group, Ltd.Jul 2012 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (NY).
Bouchey Financial Group, Ltd.
$1.6BAssets managed
1,225Clients
11Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5278773
- Firm CRD
- 111824