Eun Suk
Ha

Wms Partners, LLC

CRD#7290114
Investment Advisor
in Towson, MD

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About this Advisor

Eun Suk Ha is a financial advisor based in Towson, Maryland, working with Wms Partners, LLC. Eun Suk Ha has previously held positions at Klauenberg Retirement Solutions, Corecap Advisors, Corecap Investments, State Farm, McDonald's, Wheaton College, Georgia State Perimeter College, Marianopolis College, Royal West Academy, and Wms Partners, LLC. Eun Suk Ha has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Maryland. Currently, Eun Suk Ha is part of Wms Partners, LLC, which operates out of Towson, Maryland. The firm has one office and 79 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Wms Partners, LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1 W. Pennsylvania Avenue Suite 800
Towson, MD 21204

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Wms Partners, LLC Brokerage Details

Total Assets Under Management

$5,664,188,520

MD Average: $6,889,882,315
Total Number of Employees

79

MD Average: 45
Total Number of Accounts

4,434

MD Average: 765
Average Account Size

$1,277,444

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Eun Suk Ha Work History

2021 - Present (3 years)

Wms Partners, LLC

2021 - 2021 (< 1 year)

Corecap Advisors

2021 - 2021 (< 1 year)

Corecap Investments

2020 - 2021 (1 year)

Klauenberg Retirement Solutions

2019 - 2019 (< 1 year)

State Farm

2018 - 2019 (1 year)

Mcdonald'S

2017 - 2020 (3 years)

Wheaton College

2016 - 2016 (< 1 year)

Georgia State Perimeter College

2015 - 2016 (1 year)

Marianopolis College

2012 - 2015 (3 years)

Royal West Academy

Disclosures

Please visit the SEC profile of Eun Suk Ha to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wms Partners, LLC

Zakia Weber
Towson, MD
Jose Ruiz Rojas
Towson, MD
Joshua Rowe
Towson, MD
Jeffrey Hill
Towson, MD
Chad Norfolk
Towson, MD
Daniel Mento
Towson, MD
Emilio Egea
Towson, MD
Cari Elliott
Towson, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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