Unclaimed Profile

Joshua P. Itzoe

GREENSPRING ADVISORS, LLC·TOWSON, Maryland

Series 7, Series 31, Series 66Clean record22 years registeredGREENSPRING ADVISORS, LLC

ONE WEST PENNSYLVANIA AVENUE, TOWSON, MD 21204CRD# 4764403Firm CRD# 132669

Profile Verification

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

Identity

Joshua P. Itzoe · TOWSON, MD

Registration

CRD #4764403 · GREENSPRING ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GREENSPRING ADVISORS, LLC

FIDUCIARYDIRECTIONS

Jul 2021 – Dec 2024

PHOENIX, MD

GREENSPRING ADVISORS, LLC

Oct 2005 – Apr 2021

TOWSON, MD

MORGAN STANLEY

May 2004 – Oct 2005

HUNT VALLEY, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · May 25, 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 Joshua P. Itzoe offer?

Joshua P. Itzoe specializes in Financial Planning, Investment Management.

What are Joshua P. Itzoe's credentials?

Joshua P. Itzoe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua P. Itzoe located?

Joshua P. Itzoe is based in TOWSON, Maryland, last registered with GREENSPRING ADVISORS, LLC.

How does Joshua P. Itzoe charge for services?

Joshua P. Itzoe'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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