Alexander Schutz
Investment adviser representative at Wms Advisors, LLC
19 yearsExperience
1 stateRegistered in
ChFC®Designation
$280.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Purshe Kaplan Sterling InvestmentsJan 2025 to now
- Wms Advisors, LLCJan 2020 to now
- Williams AssociatesMar 2024 to Apr 2024
- Grove Point Advisors, LLCApr 2021 to Nov 2021
- Grove Point Investments, LLCJun 2020 to Dec 2024
- Bittersweet Idea dba Kron ChocolatierJan 2007 to Nov 2021
- Kron ChocolatierJan 2007 to Nov 2021
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MD).
Wms Advisors, LLC
$280.9MAssets managed
131Clients
6Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7224293
- Firm CRD
- 122224