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Michael R. Ruger

GREENBUSH FINANCIAL GROUP, LLC·ALBANY, New York
SIE, Series 6, Series 7, Series 63CFPClean record12 years registeredGREENBUSH FINANCIAL GROUP, LLC
159 WOLF ROAD, ALBANY, NY 12205CRD# 4725366Firm CRD# 125500

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael R. Ruger · ALBANY, NY
Registration
CRD #4725366 · GREENBUSH FINANCIAL GROUP, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

Jun 2014present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · June 19, 2014
Years registered · 12
Professional designation · CFP
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
Introduction

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05

Frequently Asked Questions

What services does Michael R. Ruger offer?
Michael R. Ruger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBANY, New York for a consultation.
What are Michael R. Ruger's credentials?
Michael R. Ruger holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael R. Ruger located?
Michael R. Ruger 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 Michael R. Ruger charge for services?
Michael R. Ruger'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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