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Steven Austin Main

WMS Partners, LLC

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About Steven Austin Main

Steven Austin Main is an investment advisor representative with WMS Partners, LLC. Steven has been in the financial industry since September 2012. Steven has a Series 65 license and is registered in Maryland. Steven is also a member of the Endowment Committee for the Calvin B. Taylor Museum in Berlin, MD.

Firm Information

Steven Main 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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Steven Main’s Registration & Firm History

MD

10/22/2020 - Present

WMS Partners, LLC (TOWSON MD)

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Licenses & Designations

IA

Issued 01/19/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Austin Main.
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