Sullivan Beck-winter
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, LLCJul 2026 to now
- T. Rowe PriceJul 2024 to Jun 2026
- Greenspring Advisors, LLCMay 2023 to Apr 2024
- Bj's Restaurant & BrewhouseSep 2022 to May 2023
- Ameriprise Financial Services, LLCJun 2022 to Aug 2022
- Peak Custom Remodeling CorporationJan 2022 to Jun 2022
- Towson UniversityAug 2020 to May 2024
- Classic Building SpecialtiesJun 2017 to Dec 2017
- Centennial High SchoolAug 2016 to Jun 2020
- Turf Valley ResortJul 2016 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
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
- 7950606
- Firm CRD
- 132669