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Samuel Porter Callard

WMS Partners, LLC

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About Samuel Porter Callard

Samuel Porter Callard is an Investment Advisor Representative at WMS Partners, LLC. Samuel is registered with the state of Maryland. Samuel is affiliated with WMS Partners, LLC which is based in Towson, Maryland. Samuel has 11 years of experience in the financial services industry. Samuel has passed the Uniform Investment Adviser Law Examination. Samuel's current registrations include Investment Advisor Representative.

Firm Information

Samuel Callard 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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Samuel Callard’s Registration & Firm History

MD

02/06/2017 - Present

WMS Partners, LLC (TOWSON MD)

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Licenses & Designations

IA

Issued 02/06/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Porter Callard.
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