Robert Michael Mangold

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

• 01/2015 → 04/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 01/2015 → Present
  Greenbush Financial Group
  East Greenbush, NY
• 05/2015 → Present
  Crump
  Parsippany, NJ

Other Businesses

Fixed Insurance Sales, CRUMP, General Agent May, 2015 to Present, 2% of time during Market Hours 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 Advisors Insurance Brokers - insurance sales, not investment related, start date = Feb 2021, 0 % ownership, 8 hours devoted per month, 8 hours devoted per month during market hours. Greenbush Youth Soccer Club, non-investment related, Greenbush, NY, 2021 to present, Treasurer, 8 hours per month - 1 hour per month during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2015-03-25

Designations

• Certified Financial Planner

Other Names

• Robert Mangold