Greenbush Financial Group, LLC

Greenbush Financial Group, LLC (CRD# 125500) is a financial advisory firm headquartered in Albany, NY. They manage $382,664,300 in 654 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
159 Wolf Road, Suite 101, Albany, NY 12205
https://www.linkedin.com/company/1796062/
By the Numbers
  • Total Assets Under Management
    383
    MILLION
  • Total Number of Accounts
    654
    ACCOUNTS
  • Average Account Value
    $585,114
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, NC, NH, NY, TX

Financial Advisors at Greenbush Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert Mangold, financial advisor Albany NY
Robert M. Mangold
CRD#: 6433035
159 Wolf Road, Suite 101, Albany, NY 12205

Robert Mangold (CRD# 6433035) is an Investment Advisor Representative working at Greenbush Financial Group, LLC in Albany, NY and has over 7 years of experience in the finance industry.

2
Michael Ruger, financial advisor Albany NY
Michael R. Ruger
CRD#: 4725366
159 Wolf Road, Suite 101, Albany, NY 12205

Michael Ruger (CRD# 4725366) is an Investment Advisor Representative working at Greenbush Financial Group, LLC in Albany, NY and has over 18 years of experience in the finance industry. Michael Ruger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
David Wojeski, financial advisor Albany NY
David M. Wojeski
CRD#: 4320792
159 Wolf Road, Suite 101, Albany, NY 12205

David Wojeski (CRD# 4320792) is an Investment Advisor Representative working at Greenbush Financial Group, LLC in Albany, NY and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals