David Wojeski (CRD# 4320792) is an Investment Advisor Representative working at Greenbush Financial Group, LLC in Albany, NY and has over 23 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenbush Financial Group, LLC | Latham, NY | Dec 2001 - Current | 22 |
| Linsco/private Ledger Corp. | East Greenbush, NY | Dec 2000 - Current | 23 |
| Wojeski & Company Cpa's, P.c. | East Greenbush, NY | Jan 1997 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2000 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2010 |
- NY
-
Total Assets Under Management411MILLIONS
-
Total Number of Accounts826ACCOUNTS
-
Average Account Value$497,344
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
CA, FL, MA, NC, NH, NJ, NY, TX
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