Michael
Pirolli
Wms Partners, LLC
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About this Advisor
Michael Pirolli is a financial advisor working in Towson, Maryland with 1 year of relevant experience. Pirolli is on the advisory team at Wms Partners, LLC. The advisor has gained experience at Delaware North, Bucknell University, Linganore High School, All Star Bagels, Dominos, Axa Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Baltimore Orioles, Hope Valley Golf Course, Bank Of America, N.A, Shawco International and Wms Partners, LLC. Pirolli maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland. Wms Partners, LLC is a business based in Towson, MD. The investment advisory business has a total of 86 advisors. It controls $5 billion in assets under management across its 690 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 16 charities and foundations. Of its 690 accounts, 81% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial advisory fees usually are based on the financial services offered. However, fee types charged by Wms Partners, LLC most likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wms Partners, LLC Brokerage Details
$5,162,519,390
86
690
$7,481,912
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
Michael Pirolli Work History
Michael has been registered as a financial advisor for 1 years.*
Wms Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Axa Advisors, LLC
Baltimore Orioles
All Star Bagels
Dominos
Shawco International
Delaware North
Delaware North
Bucknell University
Hope Valley Golf Course
Linganore High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Pirolli 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
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
The content in this profile was updated by SmartAsset on 4/16/2023. 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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