Michael Goodman has been President, Partner of Greenspring Advisors since October 2025, is a control person of the firm and directly owns under 5% of it. Michael Goodman holds a BA in Communication from the University at Buffalo and a BS in Business Administration - Finance Concentration from the University at Buffalo.
Greenspring Advisors, LLC is a Towson, MD firm with $6.46B under management, 1,837 clients and 39 advisers across 4 offices, as of its June 2026 filing.
Michael Goodman is Partner, President and Chief Strategy Officer of Greenspring Advisors. He spearheads the growth and strategic direction of the firm. He established Wealthstream Advisors, which combined with Greenspring Advisors in 2025. Before that, he held roles in investment banking, finance and public accounting, and was formerly an adjunct professor at Columbia University and New York University.
Michael Goodman’s longest registration was 20 years at Wealthstream Advisors, Inc. (2004–2025). Before joining Greenspring Advisors in 2025, Michael Goodman was registered through Wealthstream Advisors, Inc.
- Greenspring Advisors, LLCCurrent– present · 1 yearNew York, NY · Adviser representative · Firm CRD 132669
- Wealthstream Advisors, Inc.– · 20 yearsNew York, NY · Adviser representative · Firm CRD 129428
Professional designations
Listed by Greenspring Advisors
- CPA/PFS
- CFP®
Investment adviser representative registrations
Michael Goodman is registered as an investment adviser representative in 2 states. Each was approved in October 2025.
- New YorkSince 1 October 2025
- TexasSince 1 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 February 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 June 1996 |
| Series 7 | General Securities Representative Examination | 20 June 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Eric Goodman
- CRD
- 2747956
- Firm
- Greenspring Advisors · CRD 132669
- Role
- President, Partner
- Office
- 60 East 42nd Street #1120, New York, NY 10165
- Registration
- Investment adviser registration
- In the industry since
- November 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greenspringadvisors.com
Where does Michael Goodman work?
Michael Goodman has been President, Partner of Greenspring Advisors, LLC since October 2025, and is a control person of the firm.
Is Michael Goodman a financial advisor?
Yes. Michael Goodman has a current investment-adviser registration in New York and Texas, through Greenspring Advisors since October 2025.
How many years of experience does Michael Goodman have?
Michael Goodman has 21 years in the financial industry, since November 2004, across 2 adviser firms.
What exams has Michael Goodman passed?
Michael Goodman has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 1996.
Where is Michael Goodman based?
Michael Goodman’s registered office is in New York, NY.
Is Michael Goodman registered with FINRA?
No. Michael Goodman has no current broker registration.
Is Michael Goodman a CFP?
Greenspring Advisors lists Michael Goodman with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Michael Goodman’s record?
Search CRD 2747956 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Goodman’s full registration record.
