David Wojeski
David Wojeski is a registered investment advisor at Greenbush Financial Group, LLC, based in Albany, NY, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 800 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenbush Financial Group manages investments for a fee based on a percentage of the value of your portfolio, ranging from 0.1% to 1.5% per year. The exact percentage depends on the amount you invest, the complexity of your investments, and your overall relationship with Greenbush. Financial planning is included with this service.
Location
159 Wolf Road, Suite 101, Albany, NY, 12205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is involved with multiple businesses, including a CPA firm, technology support, appraisal groups, a computer training company, CFO advisory services, a registered investment advisor, commercial real estate, and forensic accounting. He also serves as a co-trustee of a family trust.
Employment History
Current Registrations
Greenbush Financial Group, LLC
State Registrations1 state
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