Timothy Amerman Daly

Employer firm

Greenspring Advisors, LLC CRD 132669

$6.46B regulatory AUM 68 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING AND EDUCATIONAL SERVICES

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

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

Current Employers

Employment History

• 10/2021 → 06/2023
  Wealthstream Advisors, Inc.
  New York, NY
• 08/2018 → 10/2021
  Pricewaterhousecoopers
  New York, NY
• 04/2018 → 08/2018
  Unemployed
  Edison, NJ
• 01/2018 → 03/2018
  Andre House
  Phoenix, AZ
• 09/2015 → 12/2017
  King'S College
  Wilkes-Barre, PA
• 01/2021 → 12/2025
  Timothy Daly, Cpa
  Yonkers, NY
• 10/2025 → 07/2026
  Greenspring Advisors, Llc
  New York, NY
• 10/2025 → Present
  Greenspring Advisors, Llc
  New York, NY
• 07/2026 → Present
  Greenspring Advisors, Llc
  New York, NY
• 07/2023 → 09/2025
  Wealthstream Advisors, Inc.
  New York, NY

Previous Registrations

• 2023-12-18 → 2025-10-03
  Wealthstream Advisors, Inc.
  New York, NY

Designations

• Certified Financial Planner

Other Names

• Timothy Amerman Daly