Robert W. Bogue

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CRD#: 809171

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert William Bogue JR., who also goes by Robert William Bogue Jr, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1983. Robert had worked at 5 firms and has passed the Series 18 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Robert William Bogue Jr

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

April 1, 2014 - January 23, 2023

GREENSPRING ADVISORS, LLC

RIA

CRD#: 132669

TOWSON, MD

Past

June 17, 2005 - April 3, 2014

CALVERT INVESTMENT COUNSEL

RIA

CRD#: 135656

HUNT VALEY, MD

Past

October 1, 1990 - June 23, 2005

CALVERT INVESTMENT COUNSEL

RIA

CRD#: 104647

HUNT VALLEY, MD

Past

November 3, 1987 - November 27, 1989

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

Past

October 30, 1987 - November 4, 1987

LEGG MASON MASTEN INC.

CRD#: 2

Past

December 14, 1983 - October 30, 1987

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

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.

Visual representation of state registrations

This advisor is not registered in any state.

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

General Industry/Product Exam

Series 18

Date: 2/18/1984

Securities Industry Rules and Regulations Examination

General Industry/Product Exam

Series 7

Date: 6/21/1975

General Securities Representative 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)

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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

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.

Contact information

xxxxx@xxxx.xxx

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Robert W. Bogue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GREENSPRING ADVISORS, LLC

CALVERT INVESTMENT COUNSEL

CALVERT INVESTMENT COUNSEL

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON MASTEN INC.

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

GREENSPRING ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 18

Date: 2/18/1984

Series 7

Date: 6/21/1975

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

Contact information

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