Unclaimed Profile

Joshua F Rowe

WMS PARTNERS, LLC·TOWSON, Maryland

Series 65Clean record13 years registeredWMS PARTNERS, LLC

1 W. PENNSYLVANIA AVENUE, TOWSON, MD 21204CRD# 6158201Firm CRD# 109971

Profile Verification

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

Identity

Joshua F Rowe · TOWSON, MD

Registration

CRD #6158201 · WMS PARTNERS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

HB WEALTH

Jan 2025 – present

WMS PARTNERS, LLC

Dec 2019 – Jan 2025

TOWSON, MD

CONVERGENT WEALTH ADVISORS, LLC

Apr 2013 – Mar 2014

POTOMAC, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 25, 2013

Years registered · 13

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 Joshua F Rowe offer?

Joshua F Rowe specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TOWSON, Maryland for a consultation.

What are Joshua F Rowe's credentials?

Joshua F Rowe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua F Rowe located?

Joshua F Rowe is based in TOWSON, Maryland, working with WMS PARTNERS, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.

How does Joshua F Rowe charge for services?

Joshua F Rowe'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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