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James Nicholas Perriello

Greenspring Advisors, LLC

Towson, MD

New York, NY

CRD 7829341

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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
Wealthstream Advisors, Inc. New York NY 07/2019 09/2025
Virginia Tech Blacksburg VA 09/2015 05/2019
Rockbridge Investment Management Syracuse NY 06/2017 08/2017
Greenspring Advisors, Llc New York NY 10/2025 Present
Greenspring Advisors, Llc New York NY 10/2025 Present
  • 07/2019 → 09/2025
    Wealthstream Advisors, Inc.
    New York, NY
  • 09/2015 → 05/2019
    Virginia Tech
    Blacksburg, VA
  • 06/2017 → 08/2017
    Rockbridge Investment Management
    Syracuse, NY
  • 10/2025 → Present
    Greenspring Advisors, Llc
    New York, NY
  • 10/2025 → Present
    Greenspring Advisors, Llc
    New York, NY
Previous Registrations
  • 2023-11-22 → 2025-10-03
    Wealthstream Advisors, Inc.
    New York, NY
Designations
  • Certified Financial Planner

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
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SFG WEALTH MANAGEMENT · Towson, MD

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