Greenbush Financial Group, LLC

Greenbush Financial Group, LLC (CRD# 125500) is a financial advisory firm headquartered in Albany, NY. They manage $410,806,467 in 826 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
159 Wolf Road, Suite 101, Albany, NY 12205
https://www.facebook.com/greenbushfinancial/
By the Numbers
  • Total Assets Under Management
    411
    MILLION
  • Total Number of Accounts
    826
    ACCOUNTS
  • Average Account Value
    $497,344
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Greenbush Financial Group, LLC
Showing 1 - 4 of 4 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 9 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 20 years of experience in the finance industry.

3
Bradley Harkness, financial advisor Albany NY
Bradley S. Harkness
CRD#: 5830242
159 Wolf Road, Suite 101, Albany, NY 12205

Bradley Harkness (CRD# 5830242) is an Investment Advisor Representative working at Greenbush Financial Group, LLC in Albany, NY and has over 13 years of experience in the finance industry.

4
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 23 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.

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