Unclaimed Profile

Gregory Nmn Plechner

GREENSPRING ADVISORS, LLC·TOWSON, Maryland

Series 6, Series 7, Series 63, Series 65Clean record22 years registeredGREENSPRING ADVISORS, LLC

ONE WEST PENNSYLVANIA AVENUE, TOWSON, MD 21204CRD# 2101597Firm CRD# 132669

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Nmn Plechner · TOWSON, MD

Registration

CRD #2101597 · GREENSPRING ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

GREENSPRING ADVISORS, LLC

May 2018 – present

MODERA WEALTH MANAGEMENT, LLC

Jan 2011 – May 2018

WESTWOOD, NJ

MODERA WEALTH MANAGEMENT

Jun 2004 – Dec 2010

OLD TAPPAN, NJ

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 8, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREENSPRING ADVISORS, LLC

CRD 132669 · SEC 801-67570

AUM

$6.9B

Regulatory assets under management

Employees

4,625 client accounts

Services offered by GREENSPRING ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GREENSPRING ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Nmn Plechner offer?

Gregory Nmn Plechner specializes in Financial Planning, Investment Management. Contact their office in TOWSON, Maryland for a consultation.

What are Gregory Nmn Plechner's credentials?

Gregory Nmn Plechner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Nmn Plechner located?

Gregory Nmn Plechner is based in TOWSON, Maryland, working with GREENSPRING ADVISORS, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.

How does Gregory Nmn Plechner charge for services?

Gregory Nmn Plechner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREENSPRING ADVISORS, LLC?

GREENSPRING ADVISORS, LLC has approximately 40 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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