Unclaimed Profile

Jeffrey Alan Bernfeld

GREENSPRING ADVISORS, LLC·TOWSON, Maryland

Series 65Clean record12 years registeredGREENSPRING ADVISORS, LLC

ONE WEST PENNSYLVANIA AVENUE, TOWSON, MD 21204CRD# 6285056Firm CRD# 132669

Profile Verification

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

Identity

Jeffrey Alan Bernfeld · TOWSON, MD

Registration

CRD #6285056 · GREENSPRING ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

GREENSPRING ADVISORS, LLC

Mar 2014 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 5, 2014

Years registered · 12

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 Jeffrey Alan Bernfeld offer?

Jeffrey Alan Bernfeld specializes in Financial Planning, Investment Management. Contact their office in TOWSON, Maryland for a consultation.

What are Jeffrey Alan Bernfeld's credentials?

Jeffrey Alan Bernfeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Alan Bernfeld located?

Jeffrey Alan Bernfeld is based in TOWSON, Maryland, working with GREENSPRING ADVISORS, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.

How does Jeffrey Alan Bernfeld charge for services?

Jeffrey Alan Bernfeld'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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