AC
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
215 advisors
Number of Clients
5,921 clients
Average Client Portfolio
$326.7M average
Assets Under Management
$1934.2B
Fee Structure
This firm manages investments for institutions and individuals. The brochure does not include a specific fee schedule or mention minimum account sizes. Contact the firm directly for detailed fee information.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
1307 Point Street, Baltimore, MD, 21231
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
T. Rowe Price Associates, INC.
February 2019 - Present · 6 yrs 11 mos
T. Rowe Price Investment Services, INC.
October 2016 - Present · 9 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
October 2016 - Present · 9 yrs 3 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
June 2018 - February 2019 · 8 mos
Profunds Distributors, INC.Broker
May 2010 - May 2015 · 5 yrs
UBS Financial Services INC. Broker
December 2006 - July 2008 · 1 yr 7 mos
M Holdings Securities, INC. Broker
December 2004 - July 2006 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.