Matthew William Knudsen
Investment adviser representative at Greenspring Advisors, LLC
10 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm in business
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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
10 years in the industry.
- Greenspring Advisors, LLCJun 2026 to now
- T. Rowe PriceJan 2022 to May 2026
- Bozzuto GroupNov 2020 to Dec 2021
- AmazonSep 2020 to Nov 2020
- Texas Christian UniversityAug 2019 to Aug 2020
- Texas Christian University/internship At Rollover StudiosMay 2019 to Aug 2019
- Texas Christian UniversityAug 2018 to May 2019
- Veterans CampaignJun 2018 to Aug 2018
- Texas Christian UniversityAug 2017 to May 2018
- Drd Pool Management IncJun 2017 to Aug 2017
- Texas Christian UniversityAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7495200
- Firm CRD
- 132669