Robert Michael Mangold
Investment adviser representative at Greenbush Financial Group, LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$616.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- CrumpMay 2015 to now
- Greenbush Financial Group, LLCJan 2015 to now
- American Portfolios Financial Services, Inc.Jan 2015 to Apr 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Greenbush Financial Group, LLC
$616.5MAssets managed
800Clients
4Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6433035
- Firm CRD
- 125500