Best Investors Account Sign in
Inactive

Michael R. Ruger

Greenbush Financial Group, LLC

Albany, NY

CRD 4725366

Claim This Profile
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:

Current Employers
Greenbush Financial Group, Llc

159 Wolf Road Suite 101, Albany, NY 12205 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-18
TX RA APPROVED_RES 2014-06-19
  • NY RA
    APPROVED
    Since 2021-05-18
  • TX RA
    APPROVED_RES
    Since 2014-06-19

Branch Locations

159 Wolf Road Suite 101, Albany, NY 12205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Greenbush Financial Group, Llc East Greenbush NY 09/2007 Present
American Portfolios Financial Services, Inc. East Greenbush NY 03/2010 04/2024
Crump Parsippany NJ 03/2010 Present
  • 09/2007 → Present
    East Greenbush, NY
  • 03/2010 → 04/2024
    American Portfolios Financial Services, Inc.
    East Greenbush, NY
  • 03/2010 → Present
    Crump
    Parsippany, NJ
Other Businesses

1.) CRUMP INSURANCE. GENERAL AGENT. SECURITIES RELATED. START DATE 3/2010. AGENT. 2 HOURS DEVOTED PER MONTH, 2 HOURS DURING MARKET HOURS. 2.) Advocate Health - Medical Broker - Investment Related? NO - Start date: 1/2020 - Broker, 0% Ownership - 8 Hours Devoted per Month - 8 Hours Devoted per Month During Market Hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-12-02
  • S63 Uniform Securities Agent State Law Examination
    2003-12-02
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Albany, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor