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David Michael Wojeski

GREENBUSH FINANCIAL GROUP, LLC·ALBANY, New York
Series 7, Series 65, Series 66Clean record5 years registeredGREENBUSH FINANCIAL GROUP, LLC
159 WOLF ROAD, ALBANY, NY 12205CRD# 4320792Firm CRD# 125500

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Michael Wojeski · ALBANY, NY
Registration
CRD #4320792 · GREENBUSH FINANCIAL GROUP, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

GREENBUSH FINANCIAL GROUP, LLC
May 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Series 66
Registration record
First registered · May 27, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREENBUSH FINANCIAL GROUP, LLC
CRD 125500 · SEC 801-73044
AUM
$411M
Regulatory assets under management
Employees
5
826 client accounts
Services offered by GREENBUSH FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GREENBUSH FINANCIAL GROUP, LLC →
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05

Frequently Asked Questions

What services does David Michael Wojeski offer?
David Michael Wojeski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBANY, New York for a consultation.
What are David Michael Wojeski's credentials?
David Michael Wojeski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Wojeski located?
David Michael Wojeski is based in ALBANY, New York, working with GREENBUSH FINANCIAL GROUP, LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does David Michael Wojeski charge for services?
David Michael Wojeski's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees, other: review and monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREENBUSH FINANCIAL GROUP, LLC?
GREENBUSH FINANCIAL GROUP, LLC has approximately 5 employees and manages $411M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREENBUSH FINANCIAL GROUP, LLC

Michael R. Ruger
ALBANY, NY
CFP
Robert Michael Mangold
ALBANY, NY
CFP

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