Base Management
46yrs
Top advisor by experience in Towson
15yrs
Based in Towson, Maryland, Bryan Lopez is a financial advisor with 15 years of industry experience. Bryan joined WMS Partners in 2025, a firm offering private fund management. Bryan holds the CFA designation.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 50% of advisors nationwide
Office1 W Pennsylvania Avenue Suite 800, Towson, MD 21204
FirmWMS Partners
How the firm is paid ?Percent of assets
Advisors at the firm2
States licensed ?1 state
Services through WMS Partners
Managing private funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Aug 2025 – nowWMS Partners, LLCCurrent firm
- Jun 2025 – Jun 2025WMS Partners, LLCPreviously
- Jan 2025 – nowHB WealthCurrent
- 2011 – 2025WMS Partners, LLCPreviously
Contact Bryan
(410) 337-7575WMS Partners main office 1 W Pennsylvania Avenue Suite 800Towson, MD 21204Office · Get directions YouTube channelWMS Partners
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Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bryan
How do I contact Bryan?
Call WMS Partners at (410) 337-7575 and ask for Bryan Lopez. Bryan works from the Towson, MD office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2011, about 15 years. More experience than 50% of advisors nationwide.
What licenses does Bryan hold?
No exams are listed on the official record.
Is Bryan a fiduciary?
Bryan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Bryan paid?
WMS Partners reports being paid by a percentage of the assets they manage. Ask Bryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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