Unclaimed Profile

Jeffrey Alan Bernfeld

GREENSPRING ADVISORS, LLC·TOWSON, Maryland

Clean recordGREENSPRING 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Alan Bernfeld is a registered financial advisor based in TOWSON, Maryland, affiliated with GREENSPRING ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

GREENSPRING ADVISORS, LLC

AUM

$6.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GREENSPRING ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6285056

Firm CRD# 132669

View on FINRA BrokerCheck →

Looking for a financial advisor in TOWSON?

Browse all registered financial advisors in TOWSON, Maryland or claim this profile if it's yours.

Browse TOWSON Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →