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Aaron Clifton Bayne

Greenspring Advisors, LLC

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About Aaron Clifton Bayne

Aaron Clifton Bayne is an investment advisor representative with Greenspring Advisors, LLC. Aaron holds Series 63 and 65 licenses, as well as Series 6TO and SIE. Aaron has worked in the financial services industry since 2021. Previously, Aaron worked at J.P. Morgan Securities LLC. Aaron has a degree in finance from the University of Maryland, College Park. Aaron specializes in working with individuals, families, and retirement plans. Aaron is also a member of The Trills LLC, a singing group.

Firm Information

Aaron Bayne is currently registered with Greenspring Advisors, LLC. Greenspring Advisors, LLC is an investment advisor based in Towson, MD. The firm manages approximately $1 billion to $10 billion in assets for clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers financial planning, pension consulting, and investment consulting and educational services.
Greenspring Advisors, LLC

ONE WEST PENNSYLVANIA AVENUE

TOWSON, MD 21204

$6.90B

Assets Under Management

59

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting and educational services

Investment consulting and educational services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Bayne’s Registration & Firm History

MD

05/31/2022 - Present

Greenspring Advisors, LLC (TOWSON MD)

MD

04/06/2021 - 08/14/2021

J.P. MORGAN SECURITIES LLC (Baltimore MD)

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Licenses & Designations

IA

Issued 05/31/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Clifton Bayne.
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