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Holly Theresa Sackett

Greenspring Advisors, LLC

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About Holly Theresa Sackett

Holly Theresa Sackett is a Registered Representative and Investment Adviser Representative with Greenspring Advisors, LLC and Jemma Financial Services. Holly has been in the financial services industry since 2015 and has worked for several firms, including Capital Portfolio Management, Inc. and Harborside Group. Holly holds the Series 6, Series 65 and SIE licenses and is registered to provide advisory services in Colorado, Maryland, Pennsylvania, Texas and Washington. Holly's specializations include investment consulting, educational services, financial planning and pension consulting.

Firm Information

Holly Sackett 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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Holly Sackett’s Registration & Firm History

MD

06/02/2023 - Present

Greenspring Advisors, LLC (TOWSON MD)

MD

03/02/2015 - 01/19/2016

CAPITAL PORTFOLIO MANAGEMENT, INC. (TIMONIUM MD)

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Licenses & Designations

IA

Issued 05/27/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Holly Theresa Sackett.
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