Greenbush Financial Group, LLC

Overview

Greenbush Financial Group, LLC is an SEC registered investment adviser based in Albany, NY, registered since 2012. It reports $617M in assets under management across 1,288 accounts, with 6 employees. It has 4 investment adviser representatives.

Reported AUM

$617M

Discretionary

64%

Accounts

1,288

Average account

$479K

Employees

6

Advisory reps

4

Registered since

2012

Jurisdictions

11

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

• Robert Michael Mangold Jr Partner, Chief Compliance Officer CRD 6433035
• David Michael Wojeski Partner CRD 4320792
• Michael R Ruger Partner CRD 4725366

Advisory reps 3 of 4

• Bradley Scott Harkness Investment Adviser Rep CRD 5830242
• Robert Michael Mangold Jr. Insurance Agent · Investment Adviser Rep CRD 6433035
• Michael Ryan Ruger Insurance Agent · Investment Adviser Rep CRD 4725366

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

159 Wolf Rd Ste 101
Albany, NY 12205

County

Albany

Metro area

Albany-Schenectady-Troy, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: moneysmartboard.com

Every state, with registration dates

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