Unclaimed Profile

Bryan Michael Lopez

WMS PARTNERS, LLC·TOWSON, Maryland

Clean record14 years registeredWMS PARTNERS, LLC

1 W. PENNSYLVANIA AVENUE, TOWSON, MD 21204CRD# 5960705Firm CRD# 109971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bryan Michael Lopez · TOWSON, MD

Registration

CRD #5960705 · WMS PARTNERS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

WMS PARTNERS, LLC

Aug 2025 – present

HB WEALTH

Jan 2025 – present

WMS PARTNERS, LLC

Jun 2025 – Jun 2025

TOWSON, MD

WMS PARTNERS, LLC

Aug 2011 – Feb 2025

TOWSON, MD

Registrations & Exams

Registration record

First registered · August 24, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WMS PARTNERS, LLC

CRD 109971 · SEC 801-46692

AUM

$5.7B

Regulatory assets under management

Employees

4,434 client accounts

Services offered by WMS PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WMS PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Bryan Michael Lopez offer?

Bryan Michael Lopez specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TOWSON, Maryland for a consultation.

What are Bryan Michael Lopez's credentials?

Bryan Michael Lopez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bryan Michael Lopez located?

Bryan Michael Lopez is based in TOWSON, Maryland, working with WMS PARTNERS, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.

How does Bryan Michael Lopez charge for services?

Bryan Michael Lopez's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WMS PARTNERS, LLC?

WMS PARTNERS, LLC has approximately 79 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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