WMS PARTNERS, LLC

TOWSON, Maryland·16 registered advisors·CRD# 109971
SEC# 801-466921410-337-7575
01

Firm Overview

AUM
$5.7B
Regulatory assets under management
Employees
79
Total firm employees
Advisors
16
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at WMS PARTNERS, LLC

16 registered advisors
Benjamin Robins
TOWSON, Maryland
Bryan Michael Lopez
TOWSON, Maryland
Chad Joseph Norfolk
TOWSON, Maryland
David Mark Citron
TOWSON, Maryland
Jeffrey Brian Vain
TOWSON, Maryland
Jeffrey Leigh Hill
TOWSON, Maryland
Joshua F Rowe
TOWSON, Maryland
Laura Mary Carr
TOWSON, Maryland
Martin Joseph Eby
TOWSON, Maryland
Paul A Speargas
TOWSON, Maryland
Paul David Lamari
TOWSON, Maryland
Robert Sterling Killebrew
TOWSON, Maryland
Steven Edward Cortez
TOWSON, Maryland
Timothy William Chase
TOWSON, Maryland
Todd Michael Wickwire
TOWSON, Maryland
Yvonne Nadinne Kanner
TOWSON, Maryland
05

Office Locations

TOWSON, Maryland
16 advisors

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Data sourced from SEC Form ADV filings. WMS PARTNERS, LLC (CRD# 109971) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.