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).

By the Numbers
  • Total Assets Under Management
    5,163
    MILLION
  • Total Number of Accounts
    690
    ACCOUNTS
  • Average Account Value
    $7,481,912
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, DE, FL, LA, MA, MD, ME, NC, ND, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA

Financial Advisors at Wms Partners, LLC
Showing 1 - 10 of 39 top financial advisors.
1
Nathan R. Allen
CRD#: 2392046
1 W. Pennsylvania Avenue, Suite 800, Towson, MD 21204

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.

2
Gary R. Anderson
CRD#: 2610139
1 W. Pennsylvania Avenue, Suite 800, Towson, MD 21204

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.

3
Eric M. Bland
CRD#: 6692186
1 W. Pennsylvania Avenue, Suite 800, Towson, MD 21204

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.

4
Samuel P. Callard
CRD#: 5811203
1 W. Pennsylvania Avenue, Suite 800, Towson, MD 21204

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.

5
David M. Citron
CRD#: 1190454
1 W. Pennsylvania Avenue, Suite 800, Towson, MD 21204

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.

6
Lesa L. Crosser
CRD#: 4266108
1 W. Pennsylvania Avenue, Suite 800, Towson, MD 21204

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.

7
Martin J. Eby
CRD#: 1185744
1 W. Pennsylvania Avenue, Suite 800, Towson, MD 21204

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.

8
Malgorzata Elashmawy
CRD#: 6753768
1 W. Pennsylvania Avenue, Suite 800, Towson, MD 21204

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.

9
Jeffrey L. Hill
CRD#: 5428608
1 W. Pennsylvania Avenue, Suite 800, Towson, MD 21204

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.

10
Joel J. Houck
CRD#: 3270641
1 W. Pennsylvania Avenue, Suite 800, Towson, MD 21204

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.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.