Katharine Jeanne George
Investment Adviser Representative at Greenspring Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Katharine Jeanne George is an investment adviser representative with Greenspring Advisors, LLC in New York, NY, where they have been registered since 2025. They have worked in the securities industry since 2021 and were previously registered with Wealthstream Advisors, Inc. They are registered to provide investment advice in New York and Texas.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Virginia TECHAug 2013 – May 2017Blacksburg, VA
- Wealthstream Advisors, Inc.Jul 2017 – Sep 2025New York, NY
- StudentJul 2015 – Jul 2017Blacksburg, VA
- Greenspring Advisors, LLCOct 2025 – no end date reportedNew York, NY
- Greenspring Advisors, LLCOct 2025 – no end date reportedNew York, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Greenspring Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.0135
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 45
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Towson, MD
- SEC file number:
- 801-67570
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 30, 2026
View full firm profileOther advisors at Greenspring Advisors, LLC
Showing 12 of 45 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Katharine Jeanne George has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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