Morgan Stanley
47yrs
Top advisor by experience in New York
12yrs
Eric Siss has worked in the financial industry for 12 years and is a fiduciary financial advisor based in New York, New York. Eric has been with Greenspring Advisors since 2025; before that, Eric spent four years at Wealthstream Advisors and three years at Rockwood Wealth Management. Eric holds the CFP® designation.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 67% of advisors at Greenspring Advisors
Office60 East 42nd Street Suite 1120, New York, NY 10165
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.56 million
Advisors at the firm46
States licensed ?1 state
Services through Greenspring Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Oct 2025 – nowGreenspring Advisors, LLCCurrent firm
- 2021 – 2025Wealthstream Advisors, Inc.Previously
- 2014 – 2017Rockwood Wealth Management, LLCPreviously
Contact Eric
(443) 564-4600Firm headquarters in Towson, MD. Ask for Eric. 60 East 42nd Street Suite 1120New York, NY 10165Office · Get directions Firm websitewww.greenspringadvice.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Greenspring Advisors at (443) 564-4600 and ask for Eric Siss. Eric works from the New York, NY office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2014, about 12 years. More experience than 67% of advisors at Greenspring Advisors.
What licenses does Eric hold?
Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Greenspring Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Oppenheimer & Co.
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
Crews & Associates
47yrs
Top advisor by experience at Crews & Associates