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Robert Sterling Killebrew

WMS Partners, LLC

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About Robert Sterling Killebrew

Robert Sterling Killebrew Jr. is an investment advisor representative with WMS Partners, LLC. Robert Sterling Killebrew Jr. has been in the industry since 1966 and holds the following licenses: Series 1, Series 4, Series 40, Series 63, and PC. Robert Sterling Killebrew Jr. is registered in Maryland. Robert Sterling Killebrew Jr. has previously worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC, Alex. Brown & Sons Incorporated, and Robert Garrett & Sons, Inc.

Firm Information

Robert Killebrew 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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Robert Killebrew’s Registration & Firm History

MD

06/01/2009 - Present

WMS Partners, LLC (TOWSON MD)

MD

04/02/2007 - 05/19/2009

MORGAN STANLEY & CO. INCORPORATED (HUNT VALLEY MD)

MD

04/02/2003 - 04/02/2007

MORGAN STANLEY DW INC. (LUTHERVILLE MD)

NY

01/13/2001 - 04/11/2003

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

09/01/1997 - 01/13/2001

DB ALEX. BROWN LLC (BALTIMORE MD)

NA

09/25/1974 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

NA

03/11/1966 - 11/01/1974

ROBERT GARRETT & SONS, INC.

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Licenses & Designations

BC

Issued 11/13/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/1977

Series 4 - Registered Options Principal Examination

BC

Issued 02/29/1972

Series 40 - Registered Principal Examination

BC

Issued 05/17/1977

PC - AMEX Put and Call Exam

BC

Issued 03/09/1966

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Sterling Killebrew.
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