Unclaimed Profile

Martin Joseph Eby

WMS PARTNERS, LLC·TOWSON, Maryland

Series 6, Series 22, Series 63Clean record32 years registeredWMS PARTNERS, LLC

1 W. PENNSYLVANIA AVENUE, TOWSON, MD 21204CRD# 1185744Firm CRD# 109971

Profile Verification

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

Identity

Martin Joseph Eby · TOWSON, MD

Registration

CRD #1185744 · WMS PARTNERS, LLC · 32 years registered

Brand Profile

Not yet started

Career History

HB WEALTH

Jan 2025 – present

WMS PARTNERS, LLC

Jun 1994 – Feb 2025

TOWSON, MD

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 63

Registration record

First registered · June 28, 1994

Years registered · 32

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 Martin Joseph Eby offer?

Martin Joseph Eby specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TOWSON, Maryland for a consultation.

What are Martin Joseph Eby's credentials?

Martin Joseph Eby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Martin Joseph Eby located?

Martin Joseph Eby is based in TOWSON, Maryland, working with WMS PARTNERS, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.

How does Martin Joseph Eby charge for services?

Martin Joseph Eby'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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