Katharine Jeanne George
Investment adviser representative at Greenspring Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Greenspring Advisors, LLCOct 2025 to now
- Wealthstream Advisors, Inc.Jul 2017 to Sep 2025
- StudentJul 2015 to Jul 2017
- Virginia TechAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Greenspring Advisors, LLC
$6.5BAssets managed
1,837Clients
46Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6656272
- Firm CRD
- 132669