Wms Advisors, LLC

Wms Advisors, LLC (CRD# 122224) is a financial advisory firm headquartered in Rockville, MD. They manage $5,858,917 in 25 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $234,357
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD

Financial Advisors at Wms Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David R. Williams
CRD#: 2373815
11300 Rockville Pike, Suite 800, Rockville, MD 20852
96
Wealthminder
score

David Williams (CRD# 2373815) is an Investment Advisor Representative working at Wms Advisors, LLC in Rockville, MD and has over 22 years of experience in the finance industry. David Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas G. Maclennan
CRD#: 5364195
11300 Rockville Pike, Suite 800, Rockville, MD 20852
90
Wealthminder
score

Thomas Maclennan (CRD# 5364195) is an Investment Advisor Representative working at Wms Advisors, LLC in Rockville, MD and has over 4 years of experience in the finance industry.

3
Joseph T. McCarthy
CRD#: 6392224
11300 Rockville Pike, Suite 800, Rockville, MD 20852
87
Wealthminder
score

Joseph McCarthy (CRD# 6392224) is an Investment Advisor Representative working at Wms Advisors, LLC in Rockville, MD and has 1 year of experience in the finance industry.

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