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Kayla Marie Sabbagh

Greenspring Advisors, LLC

Towson, MD

New York, NY

CRD 7147262

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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
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
The Vanguard Group, Inc. Scottsdale AZ 08/2019 09/2021
San Diego State University San Diego CA 05/2015 05/2019
Bank Of Cardiff Del Mar CA 06/2017 08/2017
Bank Of Cardiff Carlsbad CA 07/2018 08/2018
Vienna University Of Economics And Business Vienna 02/2018 07/2018
Greenspring Advisors, Llc New York NY 10/2025 07/2026
Greenspring Advisors, Llc New York NY 10/2025 Present
Wealthstream Advisors, Inc. New York NY 03/2022 09/2025
Unemployed New York NY 09/2021 03/2022
Greenspring Advisors, Llc New York NY 07/2026 Present
  • 08/2019 → 09/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 05/2015 → 05/2019
    San Diego State University
    San Diego, CA
  • 06/2017 → 08/2017
    Bank Of Cardiff
    Del Mar, CA
  • 07/2018 → 08/2018
    Bank Of Cardiff
    Carlsbad, CA
  • 02/2018 → 07/2018
    Vienna University Of Economics And Business
    Vienna
  • 10/2025 → 07/2026
    New York, NY
  • 10/2025 → Present
    New York, NY
  • 03/2022 → 09/2025
    Wealthstream Advisors, Inc.
    New York, NY
  • 09/2021 → 03/2022
    Unemployed
    New York, NY
  • 07/2026 → Present
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-10-14
  • S63 Uniform Securities Agent State Law Examination
    2019-10-14
Designations
  • Certified Financial Planner
Other Names
  • Kayla Sabbagh

View on SEC IAPD

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