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Timothy Amerman Daly

Greenspring Advisors, LLC

Towson, MD

New York, NY

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Current Employers
Greenspring Advisors, Llc

One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-02
TX RA APPROVED 2025-10-02
  • NY RA
    APPROVED
    Since 2025-10-02
  • TX RA
    APPROVED
    Since 2025-10-02

Branch Locations

One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States

60 East 42Nd Street Suite 1120, New York, NY 10165 • 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
Wealthstream Advisors, Inc. New York NY 10/2021 06/2023
Pricewaterhousecoopers New York NY 08/2018 10/2021
Unemployed Edison NJ 04/2018 08/2018
Andre House Phoenix AZ 01/2018 03/2018
King'S College Wilkes-Barre PA 09/2015 12/2017
Timothy Daly, Cpa Yonkers NY 01/2021 12/2025
Greenspring Advisors, Llc New York NY 10/2025 07/2026
Greenspring Advisors, Llc New York NY 10/2025 Present
Greenspring Advisors, Llc New York NY 07/2026 Present
Wealthstream Advisors, Inc. New York NY 07/2023 09/2025
  • 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
Other Names
  • Timothy Amerman Daly

View on SEC IAPD

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