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Patrick Sweeney

Greenspring Advisors, LLC

Towson, MD

CRD 7118990

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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:

Current Employers
Greenspring Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-12-22
  • MD RA
    APPROVED
    Since 2023-12-22

Branch Locations

One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • 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
Greenspring Advisors, Llc Towson MD 06/2020 Present
Greenspring Advisors Towson MD 06/2020 Present
Columbia Gym Clarksville MD 06/2010 06/2020
  • 06/2020 → Present
    Greenspring Advisors, Llc
    Towson, MD
  • 06/2020 → Present
    Greenspring Advisors
    Towson, MD
  • 06/2010 → 06/2020
    Columbia Gym
    Clarksville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-06
  • S65 Uniform Investment Adviser Law Examination
    2021-08-06

View on SEC IAPD

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