Matthew A. Gordon

GREENSPRING ADVISORS

New York, NY 10165

Some features on this profile are disabled

CRD#: 2105314

Professional summary

Matthew Adam Gordon, CFP® is a registered financial advisor currently at GREENSPRING ADVISORS, LLC located in New York, New York.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Matthew has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

(1.) NAME OF OBA: RODEPH SHOLOM INVESTMENT COMMITTEE; ADDRESS: NEW YORK, NY 10024; NATURE: INVESTMENT COMMITTEE; INVESTMENT RELATED: YES; TITLE WITH OB: MEMBER; DUTIES: HELP DETERMINE INVESTMENT MANAGEMENT FOR TEMPLE'S ENDOWMENT AND PENSION; START DATE: 09/01/2019; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Adam Gordon's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 1997

Experience

Current

October 1, 2025 - Present

GREENSPRING ADVISORS, LLC

Office #1: 60 East 42nd Street Suite 1100, New York, NY 10165

RIA

CRD#: 132669

New York, NY

Past

July 29, 2021 - October 3, 2025

WEALTHSTREAM ADVISORS, INC.

RIA

CRD#: 129428

NEW YORK, NY

Past

July 24, 2002 - February 19, 2013

MML INVESTORS SERVICES, LLC

CRD#: 10409

NEW YORK, NY

Past

June 10, 2002 - February 5, 2013

LENOX ADVISORS, INC.

RIA

CRD#: 119386

NEW YORK, NY

Past

May 9, 1991 - August 14, 1998

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, 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

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 York
(10/1/2025)

IAR

Texas
(10/1/2025)

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

State Security Law Exam

Series 63

Date: 7/24/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/23/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/18/1991

General Securities Principal Examination

Current Firm

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

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (10/31/2025)

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.

Similar Advisors

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brooklyn, NY

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Diane Finnerty

MORGAN STANLEY

IAR

New York, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew A. Gordon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Adam Gordon's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHSTREAM ADVISORS, INC.

MML INVESTORS SERVICES, LLC

LENOX ADVISORS, INC.

CITICORP INVESTMENT SERVICES

Primary Firm SEC Registration

GREENSPRING ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/24/2002

Series 7

Date: 7/23/2002

Series 24

Date: 12/18/1991

Current Firm

GREENSPRING ADVISORS, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREENSPRING ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors