Robert Mangold
Robert Mangold is a CFP-designated registered investment advisor at Greenbush Financial Group, LLC, based in Albany, NY, with 11 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert sells fixed insurance through CRUMP as a general agent since 2015, and works as a medical broker for Advocate Health since 2020. He also does insurance sales through Advisors Insurance Brokers since 2021, and is the treasurer for Greenbush Youth Soccer Club since 2021, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Greenbush Financial Group, LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.