Casey
Crawford

Greenspring Advisors, LLC

CRD#7170767
Investment Advisor
in Towson, MD

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About this Advisor

Casey Crawford is a financial advisor who works out of Towson, Maryland. Crawford is currently employed by Greenspring Advisors, LLC. Over the course of their career, Crawford has held roles at Greenspring Advisors, LLC and Student. Crawford has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Maryland. Greenspring Advisors, LLC is a company operating out of Towson, MD. It has offices in two locations and a total of 39 employees. It administers $6 billion in assets among its 4,807 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves five charities and foundations. Of its 4,807 client accounts, 44% belong to high-net-worth individuals who have greater than $1 million in assets. Greenspring Advisors, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advisory services largely depend on the type of services offered. However, fee types billed by Greenspring Advisors, LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

One West Pennsylvania Avenue Suite 500
Towson, MD 21204

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Greenspring Advisors, LLC Brokerage Details

Total Assets Under Management

$6,000,116,360

MD Average: $6,889,882,315
Total Number of Employees

39

MD Average: 45
Total Number of Accounts

4,807

MD Average: 765
Average Account Size

$1,248,204

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Casey Crawford Work History

Casey has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Greenspring Advisors, LLC

2008 - 2020 (12 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Casey Crawford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Greenspring Advisors, LLC

Zachary Hubbard
Towson, MD
Jeremy Stack
Towson, MD
Aaron Bayne
Towson, MD
Anthony Knight
Towson, MD
Kristina Groff
Towson, MD
Maxton Herbkersman
Towson, MD
Ryan Stark
Towson, MD
Spencer Blair
Towson, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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