Vincenzo Giovanni Testa
Investment adviser representative at Bouchey Financial Group, Ltd.
13 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
13 years in the industry.
- Bouchey Financial Group, Ltd.May 2021 to now
- Kpmg LLPMay 2019 to May 2021
- Bst & Co Cpas LLPJan 2019 to May 2019
- Cusack and Company CpasDec 2017 to Jan 2019
- Moscatiellos RestaurantJun 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7665293
- Firm CRD
- 111824