Best Investors Account Sign in
Inactive

James Nicholas Perriello

Greenspring Advisors, LLC

Towson, MD

New York, NY

Claim This Profile
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

View on SEC IAPD

Other Firms

SFG WEALTH MANAGEMENT
LPL FINANCIAL LLC
BASE MANAGEMENT CO
CAPITAL ADVISOR MANAGEMENT
FINANCIAL COUNCIL, LLC
SCHIFF WEALTH ADVISORS, LLC
DYER FINANCIAL ADVISORY
LEGACY FINANCIAL ADVISORS

Other Investors

TIMOTHY WILLIAM CARNE
WILLIAM JUDSON SOKOL
MICHAEL LOYD CRABB
WILLIAM ROBERT SWARTZ
ERIC WILLIAM HART
GEORGE RAY VAN DYKE
GREGORY CHARLES VERMEULEN
LAWRENCE NELSON LEITCH

Other Offices

SFG WEALTH MANAGEMENT · TOWSON, MD
LPL FINANCIAL LLC · TOWSON, MD
SFG WEALTH MANAGEMENT · Towson, MD
LPL FINANCIAL LLC · TOWSON, MD
BASE MANAGEMENT CO · TOWSON, MD
LPL FINANCIAL LLC · TOWSON, MD
CAPITAL ADVISOR MANAGEMENT · TOWSON, MD
FINANCIAL COUNCIL, LLC · TOWSON, MD

More in Towson, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor