Unclaimed Profile

Robert Sterling Killebrew

WMS PARTNERS, LLC·TOWSON, Maryland

Series 1, Series 4, Series 40, Series 63Clean record35 years registeredWMS PARTNERS, LLC

TOWSON CITY CENTER, TOWSON, MD 21204CRD# 269352Firm CRD# 109971

Profile Verification

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

Identity

Robert Sterling Killebrew · TOWSON, MD

Registration

CRD #269352 · WMS PARTNERS, LLC · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WMS PARTNERS, LLC

WMS PARTNERS, LLC

Jun 2009 – Jan 2025

TOWSON, MD

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – May 2009

HUNT VALLEY, MD

MORGAN STANLEY

Apr 2003 – Apr 2007

LUTHERVILLE, MD

DEUTSCHE BANK SECURITIES INC.

Oct 1990 – Apr 2003

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

Series 1

Series 4

Series 40

Series 63

Registration record

First registered · October 17, 1990

Years registered · 35

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 Robert Sterling Killebrew offer?

Robert Sterling Killebrew specializes in Financial Planning, Investment Management, Retirement Planning.

What are Robert Sterling Killebrew's credentials?

Robert Sterling Killebrew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Sterling Killebrew located?

Robert Sterling Killebrew is based in TOWSON, Maryland, last registered with WMS PARTNERS, LLC.

How does Robert Sterling Killebrew charge for services?

Robert Sterling Killebrew'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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