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Greenspring Advisors, LLC CRD 132669
$6.46B regulatory AUM 68 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-02 |
| TX | RA | APPROVED | 2025-10-02 |
Branch Locations
60 East 42Nd Street Suite 1120, New York, NY 10165 • United States
One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Miami | Coral Gables | FL | 08/2014 | 05/2018 |
| Wealthstream Advisors, Inc. | New York | NY | 07/2018 | 01/2020 |
| University Of Miami | Miami | FL | 08/2014 | 05/2018 |
| Wealthstream Advisors, Inc. | New York | NY | 01/2020 | 01/2022 |
| Wealthstream Advisors, Inc. | New York | NY | 01/2022 | 01/2023 |
| Wealthstream Advisors, Inc. | New York | NY | 01/2023 | 09/2025 |
| Greenspring Advisors, Llc | New York | NY | 10/2025 | Present |
| Greenspring Advisors, Llc | New York | NY | 10/2025 | Present |
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