Brian Andrew Ellis
Investment adviser representative at Greenspring Advisors, LLC
11 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
11 years in the industry.
- Greenspring Advisors, LLCApr 2025 to now
- AgiaJan 2024 to Apr 2025
- AgiaJul 2023 to Jul 2023
- Corebridge FinancialMay 2023 to Apr 2025
- Valic Financial Advisors, Inc.May 2023 to Apr 2025
- Greenspring AdvisorsMay 2022 to Aug 2022
- University of South CarolinaAug 2021 to Jun 2023
- StudentSep 2020 to Apr 2022
- Route One ApparelJul 2020 to Aug 2020
- UnemployedApr 2015 to Jun 2020
Exams passed
- 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
- 7705601
- Firm CRD
- 132669