Amelia Huppert (CRD# 7607288) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
CRD# 2763082
Mml Investors Services, LLC
CRD# 5690805
T. Rowe Price Associates, Inc.
CRD# 3212422
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wms Partners, LLC | Towson, MD | Jul 2021 - Current | 2 |
| Aals | Washington Dc, DC | Sep 2020 - Jun 2021 | < 1 |
| Helion Technologies | Timonium, MD | Jan 2021 - May 2021 | < 1 |
| University Of Maryland | College Park, MD | Aug 2017 - May 2021 | 3 |
| University Of Maryland Writing Center | College Park, MD | Aug 2018 - Dec 2019 | 1 |
| Mechanical Engineering And Construction | Catonsville, MD | Jun 2018 - Aug 2019 | 1 |
| Roland Park Country School | Baltimore, MD | Aug 2013 - Jun 2017 | 3 |
| Baltimore Yacht Club | Essex, MD | Jun 2015 - Sep 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- MD
-
Total Assets Under Management5,664MILLIONS
-
Total Number of Accounts4,434ACCOUNTS
-
Average Account Value$1,277,444
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
- Other
CA, CO, CT, DC, DE, FL, LA, MA, MD, ME, NC, ND, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA
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