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Nathan Richardson Allen

Wms Partners, LLC
22 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Wms Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
4 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$9.3M

Fee Structure

Financial Planning:Investment management only

Location

1 W. Pennsylvania Avenue, Suite 800, Towson, MD, 21204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wms Partners, LLC
August 2025 - Present · 6 mos
Hb Wealth
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Wms Partners, LLC
November 2018 - June 2025 · 6 yrs 7 mos
Warisan Capital Management
June 2017 - July 2018 · 1 yr 1 mo
A.L. Stuart Investments, LLC
August 2012 - June 2017 · 4 yrs 10 mos
Deutsche Bank Securities INC.
August 2006 - August 2012 · 6 yrs
UBS Financial Services INC.
January 2003 - September 2006 · 3 yrs 8 mos
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.