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GREENBUSH FINANCIAL GROUP, LLC

ALBANY, NY · CRD 125500 · IAPD ↗ · 518-477-6686

$616.5MRegulatory AUM
3Advisory reps
6Employees
25Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — GREENBUSH FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($498.2M -> $616.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
49
April 2025 — GREENBUSH FINANCIAL GROUP, LLC notice-filed in ME, PA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.