Gregory Nmn Plechner
CFP®, ChFC®, CLU®Professional Summary
Gregory Nmn Plechner, CFP®, ChFC®, CLU®, who also goes by Gregory Plechner, is a registered financial advisor currently at GREENSPRING ADVISORS, LLC located in Paramus, New Jersey. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Gregory has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Risk Management & Insurance
- Tax Planning
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
- Financial Planning
Biography
With over 20 years of industry experience, Greg began his career in New York City, working at Prudential Securities, Wall Street Advisors, and Smith Barney, where at the latter he developed the firm’s wealth management practice for the Northeast Division. He has been a principal and wealth manager at Modera since 2003, and also serves as one of the founding managing members of Modera Alternative Investments, LP, a private limited partnership for accredited Modera clients...
Other Aliases
Gregory Plechner
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
GREENSPRING ADVISORS | JP COLLINS AND ASSOCIATES, INC. | J.P. COLLINS AND ASSOCIATES, INC. | ISI FINANCIAL GROUP INC. | GREENSPRING WEALTH MANAGEMENT, INC. | GREENSPRING ADVISORS, LLC
Contact Information
Main Address
One West Pennsylvania Avenue Suite 500, Towson, MD 21204Phone Number
(443) 564-4600# of Employees
66SEC notice filing (29 States and Territories)
Registered to provide investment advisory services in 29 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
7,119AUM (Assets Under Management)
$6,464,377,689Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
GREENSPRING ADVISORS | JP COLLINS AND ASSOCIATES, INC. | J.P. COLLINS AND ASSOCIATES, INC. | ISI FINANCIAL GROUP INC. | GREENSPRING WEALTH MANAGEMENT, INC. | GREENSPRING ADVISORS, LLC
State Registrations and Notice Filings
(5/10/2018)
(4/5/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1990About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory Nmn Plechner's CRS (Customer Relationship Summary).
Services Offered by Gregory
- Risk Management & Insurance
- Tax Planning
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
- Financial Planning
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