Wms Partners, LLC
Wms Partners, LLC (CRD# 109971) is a financial advisory firm headquartered in Towson, MD. They manage $5,162,519,390 in 690 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management5,163MILLION
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Total Number of Accounts690ACCOUNTS
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Average Account Value$7,481,912
- A percentage of assets under your management
- 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
Nathan Allen (CRD# 2392046) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 26 years of experience in the finance industry.
Gary Anderson (CRD# 2610139) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 28 years of experience in the finance industry.
Eric Bland (CRD# 6692186) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
Samuel Callard (CRD# 5811203) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 7 years of experience in the finance industry.
David Citron (CRD# 1190454) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 36 years of experience in the finance industry.
Lesa Crosser (CRD# 4266108) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 18 years of experience in the finance industry.
Martin Eby (CRD# 1185744) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 38 years of experience in the finance industry. Martin Eby 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.
Malgorzata Elashmawy (CRD# 6753768) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry. Malgorzata Elashmawy 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.
Jeffrey Hill (CRD# 5428608) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 10 years of experience in the finance industry.
Joel Houck (CRD# 3270641) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 13 years of experience in the finance industry. Joel Houck 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.