Timothy Amerman Daly
Investment adviser representative at Greenspring Advisors, LLC
11 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
11 years in the industry.
- Greenspring Advisors, LLCOct 2025 to now
- Wealthstream Advisors, Inc.Jul 2023 to Sep 2025
- Wealthstream Advisors, Inc.Oct 2021 to Jun 2023
- Timothy Daly, CpaJan 2021 to Dec 2025
- PricewaterhousecoopersAug 2018 to Oct 2021
- UnemployedApr 2018 to Aug 2018
- Andre HouseJan 2018 to Mar 2018
- King's CollegeSep 2015 to Dec 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
- 7007846
- Firm CRD
- 132669