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Gregory Nmn Plechner

Greenspring Advisors, LLC

Towson, MD

Paramus, NJ

CRD 2101597

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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 2024-04-05
NJ RA APPROVED 2018-05-10
  • NY RA
    APPROVED
    Since 2024-04-05
  • NJ RA
    APPROVED
    Since 2018-05-10

Branch Locations

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

650 From Road Suite 270, Paramus, NJ 07652 • 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 Paramus NJ 05/2018 Present
Modera Wealth Management, Llc Westwood NJ 01/2011 05/2018
Previous Registrations
  • 2011-01-03 → 2018-05-04
    Modera Wealth Management, Llc
    Westwood, NJ
    Westwood, NJ
  • 2004-06-08 → 2010-12-31
    Modera Wealth Management
    Old Tappan, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-16
S63 Uniform Securities Agent State Law Examination 1997-01-24
  • S65 Uniform Investment Adviser Law Examination
    1997-07-16
  • S63 Uniform Securities Agent State Law Examination
    1997-01-24
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Gregory Plechner

View on SEC IAPD

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Nearby Investors

TIMOTHY WILLIAM CARNE
WILLIAM JUDSON SOKOL
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Nearby Offices

SFG WEALTH MANAGEMENT · TOWSON, MD
LPL FINANCIAL LLC · TOWSON, MD
SFG WEALTH MANAGEMENT · Towson, MD

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