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Lesa Lea Crosser

WMS Partners, LLC

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About Lesa Lea Crosser

Lesa Crosser is a registered investment advisor representative with WMS Partners, LLC. She is licensed to provide investment advice in Maryland. Lesa has over 15 years of experience in the financial services industry. Previously, Lesa has worked with RBC Capital Markets, LLC, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Lesa has a strong understanding of the financial markets and is committed to providing her clients with personalized investment advice.

Firm Information

Lesa Crosser is currently registered with WMS Partners, LLC. WMS Partners, LLC is an investment adviser based in TOWSON, MD, with approximately $8.46 million in regulatory assets under management. They provide portfolio management for pooled investment vehicles and offer bill pay services. Their website addresses are: https://www.youtube.com/channel/UCyv2vCt8zSPD1ASHSl0yOwQ, HTTPS://WWW.WMSFAMILYOFFICE.COM, HTTP://WWW.WMS-PARTNERS.COM/, and HTTPS://WWW.LINKEDIN.COM/COMPANY/WMS-PARTNERS/.
WMS Partners, LLC

1 W. PENNSYLVANIA AVENUE

TOWSON, MD 21204

$8.46M

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Lesa Crosser’s Registration & Firm History

MD

01/15/2013 - Present

WMS Partners, LLC (TOWSON MD)

MD

04/28/2009 - 04/20/2011

RBC CAPITAL MARKETS, LLC (QUARRY LAKE MD)

MD

02/21/2006 - 05/15/2009

CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)

MD

09/27/2005 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 10/31/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lesa Lea Crosser.
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