David Citron, financial advisor Baltimore MD
96 score

David Citron

CRD Number: 1190454
Current Firm: Wms Partners, LLC

David Citron (CRD# 1190454) is an Investment Advisor Representative working at Wms Partners, LLC in Baltimore, MD and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wms Partners, LLC Baltimore, MD Apr 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1987
S65 NASAA Investment Advisors Law Examination Sep 1991
Contact Info for David M. Citron
Phone Number: 410-337-7575
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    2,887
    MILLIONS
  • Total Number of Accounts
    421
    ACCOUNTS
  • Average Account Value
    $6,858,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, DC, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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