Unclaimed Profile

Timothy William Chase

WMS PARTNERS, LLC·TOWSON, Maryland

Series 65Clean record32 years registeredWMS PARTNERS, LLC

1 W. PENNSYLVANIA AVENUE, TOWSON, MD 21204CRD# 1356537Firm CRD# 109971

Profile Verification

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

Identity

Timothy William Chase · TOWSON, MD

Registration

CRD #1356537 · WMS PARTNERS, LLC · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WMS PARTNERS, LLC

WMS PARTNERS, LLC

Jun 1994 – Nov 2022

TOWSON, MD

Registrations & Exams

FINRA examinations passed

Series 65

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 Timothy William Chase offer?

Timothy William Chase specializes in Financial Planning, Investment Management, Retirement Planning.

What are Timothy William Chase's credentials?

Timothy William Chase is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy William Chase located?

Timothy William Chase is based in TOWSON, Maryland, last registered with WMS PARTNERS, LLC.

How does Timothy William Chase charge for services?

Timothy William Chase'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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