Gregory N. Plechner
GREENSPRING ADVISORS
PARAMUS, NJ 07652
Some features on this profile are disabled
CRD#: 2101597
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.
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 to invest in alternative investments.
As a NAPFA-Registered Financial Advisor, Greg is an active leader in the industry. He is a member of the Financial Planning Association (FPA), the Greater New Jersey Estate Planning Council, and is an adjunct professor at Fairleigh Dickinson University for Tax and Retirement Planning.
Question & Answer
What are your service offerings?
Insurance Planning
Tax Planning
Estate Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Gregory Plechner
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Nmn Plechner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1998
Experience
Current
May 10, 2018 - Present
GREENSPRING ADVISORS, LLC
Office #1: 650 From Road Suite 460, Paramus, NJ 07652RIA
CRD#: 132669
PARAMUS, NJ
Past
January 3, 2011 - May 4, 2018
MODERA WEALTH MANAGEMENT, LLC
RIA
CRD#: 155649
WESTWOOD, NJ
Past
June 8, 2004 - December 31, 2010
MODERA WEALTH MANAGEMENT
RIA
CRD#: 105184
OLD TAPPAN, NJ
Past
January 5, 1999 - May 17, 2004
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
April 3, 1997 - April 20, 1998
WALL STREET ACCESS
BD
CRD#: 10012
NEW YORK, NY
Past
July 23, 1992 - October 19, 1992
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
November 16, 1990 - September 24, 1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
November 16, 1990 - September 24, 1991
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GREENSPRING ADVISORS, LLC
GREENSPRING ADVISORS | JP COLLINS AND ASSOCIATES, INC. | J.P. COLLINS AND ASSOCIATES, INC. | ISI FINANCIAL GROUP INC. | GREENSPRING WEALTH MANAGEMENT, INC. | GREENSPRING ADVISORS, LLC
CRD#: 132669 / SEC#: 801-67570
RIA
Registered Investment Advisory firm - (2/22/2007 Approved)Maryland
Registered Investment Advisory firm - (3/22/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/23/2007 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(5/10/2018)
IAR
New York(4/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GREENSPRING ADVISORS, LLC
GREENSPRING ADVISORS | JP COLLINS AND ASSOCIATES, INC. | J.P. COLLINS AND ASSOCIATES, INC. | ISI FINANCIAL GROUP INC. | GREENSPRING WEALTH MANAGEMENT, INC. | GREENSPRING ADVISORS, LLC
CRD#: 132669 / SEC#: 801-67570
RIA
Registered Investment Advisory firm - (2/22/2007 Approved)Maryland
Registered Investment Advisory firm - (3/22/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/23/2007 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
One West Pennsylvania Avenue Suite 500, Towson, MD 21204
Mailing Address
Phone number
(443) 564-4600
Established
Firm type
Fiscal year end
# of Employees
68
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,764 |
| AUM (Assets Under Management) | $ 3,775,318,486 |
Red Flags
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.
