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Wilmer Curtis Stith

A. J. PERRY & COMPANY, INC.·BALTIMORE, Maryland
Clean recordA. J. PERRY & COMPANY, INC.
1039 ST. PAUL STREET, BALTIMORE, MD 21202-2605CRD# 5100963Firm CRD# 107041

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wilmer Curtis Stith · BALTIMORE, MD
Registration
CRD #5100963 · A. J. PERRY & COMPANY, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Wilmer Curtis Stith is a registered financial advisor based in BALTIMORE, Maryland, affiliated with A. J. PERRY & COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
A. J. PERRY & COMPANY, INC.
A. J. PERRY & CO.
AUM
$58M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at A. J. PERRY & COMPANY, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5100963
Firm CRD# 107041
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wilmer Curtis Stith offer?
Wilmer Curtis Stith specializes in Investment Management, Fee-Only Advisory. Contact their office in BALTIMORE, Maryland for a consultation.
What are Wilmer Curtis Stith's credentials?
Wilmer Curtis Stith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wilmer Curtis Stith located?
Wilmer Curtis Stith is based in BALTIMORE, Maryland, working with A. J. PERRY & COMPANY, INC.. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Wilmer Curtis Stith charge for services?
Wilmer Curtis Stith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is A. J. PERRY & COMPANY, INC.?
A. J. PERRY & COMPANY, INC. has approximately 1 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at A. J. PERRY & COMPANY, INC.

Paul Francis Nastasi
BALTIMORE, MD
William Andrew Perry
BALTIMORE, MD

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