Brenna M. Mcloughlin
GREENSPRING ADVISORS
New York, NY 10165
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CRD#: 7415686
Professional summary
Brenna Mary Mcloughlin, CFP® is a registered financial advisor currently at GREENSPRING ADVISORS, LLC located in New York, New York.
Brenna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brenna has worked at 2 firms .
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: 444 W. 23RD ST. TENANTS CORP; ADDRESS: NEW YORK, NY 10011; NATURE: COOP APARTMENT BOARD; INVESTMENT RELATED: NO; TITLE WITH OB: SECRETARY; DUTIES: NOTE TAKER; START DATE: 2007; APPROX. NUMBER OF HOURS/MONTH:1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 2) I serve as a board member of my small residential cooperative in NYC. My role is as secretary, primarily charged with scheduling meetings, taking minutes, and other administrative tasks.
CRS (Client Relationship Summary) - RIA
Click below to view Brenna Mary Mcloughlin'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: 2016
Experience
Current
October 2, 2025 - Present
GREENSPRING ADVISORS, LLC
Office #1: 60 East 42nd Street Suite 1100, New York, NY 10165RIA
CRD#: 132669
New York, NY
Past
August 11, 2021 - October 3, 2025
WEALTHSTREAM ADVISORS, INC.
RIA
CRD#: 129428
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 York(10/2/2025)
IAR
Texas(10/2/2025)
Exams
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
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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
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