Simeon
Spruill
Wms Partners, LLC
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About this Advisor
Simeon Spruill is a financial advisor working out of Towson, Maryland. Spruill is on the advisory team at Wms Partners, LLC. Over the course of their career, Spruill has held roles at T3 Trading Group, LLC, Tecolote Research, Amazon, Safeway, Ups, Chili'S, School and Wms Partners, LLC. Spruill maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Maryland. Wms Partners, LLC is an advisory business that has its headquarters in Towson, MD. The investment advisory business has a total of 86 financial advisors. It oversees $5 billion in assets among its 690 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 16 charities and foundations. Of its 690 accounts, 81% are associated with high-net-worth investors who have at least $1 million in assets. The business provides a diverse range of services, such as 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 fee schedules depend on which service is offered. Fee types billed by Wms Partners, LLC 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
Simeon Spruill Work History
Simeon has been registered as a financial advisor for 0 years.*
Wms Partners, LLC
T3 Trading Group, LLC
Tecolote Research
Amazon
Safeway
Ups
Chili'S
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 Simeon Spruill 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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