Zachary
Hubbard

Greenspring Advisors, LLC

CRD#6284209
Investment Advisor
in Towson, MD

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About this Advisor

Zachary Hubbard is a financial advisor based in Towson, Maryland, working with Greenspring Advisors, LLC. Zachary has previously held positions at RBC Capital Markets LLC, Greenspring Advisors, LLC, and AXA Advisors LLC. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Zachary is part of Greenspring Advisors, LLC, which operates out of Towson, Maryland. The firm has 2 offices and 39 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Greenspring Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

$6,896,367,899

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

39

MD Average: 45
Total Number of Accounts

4,625

MD Average: 765
Average Account Size

$1,491,107

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

Zachary Hubbard Work History

2020 - Present (4 years)

Greenspring Advisors, LLC

2016 - 2020 (4 years)

Rbc Capital Markets LLC

2016 - 2020 (4 years)

Rbc Capital Markets LLC

2015 - 2016 (1 year)

Axa Advisors LLC

2013 - 2015 (2 years)

Rbc Capital Markets LLC

Disclosures

Please visit the SEC profile of Zachary Hubbard 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

Andrew Crosby
Towson, MD
Christian Stanley
Towson, MD
Zachary Hubbard
Towson, MD
Jeffrey Bernfeld
Towson, MD
Anthony Knight
Towson, MD
Jeremy Stack
Towson, MD
Justin Brown
Towson, MD
Jacob Carson
Towson, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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