David Michael Wojeski

Employer firm

Greenbush Financial Group, LLC CRD 125500

$617M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2000 → Present
  Linsco/Private Ledger Corp.
  East Greenbush, NY
• 01/1997 → Present
  Wojeski & Company Cpa'S, P.C.
  East Greenbush, NY
• 12/2001 → Present
  Greenbush Financial Group, Llc
  Latham, NY

Other Businesses

1. INVOLVEMENT W/WOJESKI & CO, CPS, PC, A CERTIFIED PUBLIC ACCOUNTING FIRM, 10/28/03. 2. CO-TRUSTEE OF A FAMILY TRUST, 11/6/03. 3. INTEGRATED TECHNOLOGY GRP LLC, PROVIDE COMPUTER HARDWARE/NETWORKING SUPPORT, 5/17/05. 4. GREENBUSH APPRAISAL GROUP LLC, RESIDENTIAL & COMMERCIAL APPRAISAL, 5/11/05. 5. THE MAYFAIR @ROY ROAD LLC, INTEREST IN AN ENTITY THAT OWNS A COMPUTER TECHNICAL TRAINNIG CO, 5/11/05. 6. CFO ADVISORY GRP LLC, ASSISTS HIGH GROWTH COMPANIES W/CFO RELATED ACTIVITIES UTILIZING CPA BACKGROUND, 5/11/05. 7. GREENBUSH FINANCIAL GRP LLC, REGISTERED INVESTMENT ADVISOR, FINANCIAL PLANNING SVCS, 6/1/05. 8. GOING POSTAL LLC, COMMERICAL REAL ESTATE, 5/23/05. 9. 07/11/07 - FORENSIC ACCOUNTING SVCS GRP LLC, FORENSIC AUDITING, 5% TIME SPENT. 10. 03/18/09 - GREENBUSH FINANCIAL GRP LLC. RIA PROVIDING FINANCIAL PLAN FOR FIXED/HOURLY FEE. 1% OF TIME.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-02-02
• S66 Uniform Combined State Law Examination
  2000-12-08