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Zachary Hubbard

Greenspring Advisors, LLC

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About Zachary Hubbard

Zachary Hubbard is a financial advisor with Greenspring Advisors, LLC in Towson, Maryland. Zachary has been in the financial services industry since 2013. Zachary is a Certified Financial Planner and holds the Series 66, Series 24, SIE and Series 7 licenses. Zachary previously worked at RBC Capital Markets, LLC and AXA Advisors, LLC. Greenspring Advisors, LLC is a fee-only investment advisory firm that specializes in providing financial planning and investment management services to individuals, families, and institutions.

Firm Information

Zachary Hubbard 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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Zachary Hubbard’s Registration & Firm History

MD

05/04/2020 - Present

Greenspring Advisors, LLC (TOWSON MD)

MD

01/12/2016 - 05/13/2020

RBC CAPITAL MARKETS, LLC (HUNT VALLEY MD)

MD

06/15/2015 - 01/15/2016

AXA ADVISORS, LLC (COLUMBIA MD)

MD

09/08/2014 - 06/24/2015

RBC CAPITAL MARKETS, LLC (HUNT VALLEY MD)

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Licenses & Designations

BOTH

Issued 12/01/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/14/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Hubbard.
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