Samantha Brianne Masey
Investment adviser representative at Bouchey Financial Group, Ltd.
14 yearsExperience
2 statesRegistered 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.May 2021 to now
- Petroskills Oil and Gas TrainingMay 2017 to Apr 2021
- StudentSep 2012 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 7665285
- Firm CRD
- 111824