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Overview

Services

Advisor Services

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Funds

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Qualifications

Experience

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Employer Years Dates
Trustcounsel 7 months May 2018 - Dec 2018
WMS Partners, LLC 9 years, 3 months Nov 2010 - Present
Trustcounsel 4 years, 3 months Aug 2006 - Nov 2010
Are You
Rebecca Streamo Eberwein?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 11, 2020
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

WMS Partners, LLC

Last updated on March 26, 2019
    • $3.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 619
      Accounts
    • $5.9M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Performance-Based Fees
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