Harmony
Wagner
Bouchey Financial Group LTD
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About this Advisor
Harmony Wagner is a financial advisor based in Troy, New York, working with Bouchey Financial Group LTD. Harmony has previously held positions at Bouchey Financial Group, LTD, Ballston Spa National Bank, Roberts Wesleyan College, Enterprise Rent-A-Car, Stewart's Shops, and Roberts Wesleyan College. Harmony is registered to provide services in New York. Currently, Harmony is part of Bouchey Financial Group LTD, which operates out of Troy, New York. The firm has 3 offices and 19 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Bouchey Financial Group LTD includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bouchey Financial Group LTD Brokerage Details
$1,160,960,475
19
2,879
$403,251
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Harmony Wagner Work History
Bouchey Financial Group, LTD
Ballston Spa National Bank
Enterprise Rent-A-Car
Stewart'S Shops
Roberts Weslyan College
Roberts Wesleyan College
Disclosures
Please visit the SEC profile of Harmony Wagner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bouchey Financial Group LTD
Troy, NY
Troy, NY
Troy, NY
Troy, NY
Troy, NY
Saratoga Springs, NY
Troy, NY
Medfield, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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