AF
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
Wayne, PA
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.
April 2017 - Present · 8 yrs 9 mos
T. Rowe Price Investment Services, INC.
March 2017 - Present · 8 yrs 10 mos
T. Rowe Price Investment Services, INC.Broker
March 2017 - Present · 8 yrs 10 mos
Previous Registrations
Blackrock Investment Management, LLC
January 2014 - March 2017 · 3 yrs 2 mos
Blackrock Investments, LLCBroker
January 2012 - March 2017 · 5 yrs 2 mos
Blackrock Fund Distribution CompanyBroker
January 2009 - December 2011 · 2 yrs 11 mos
Sei Investments Distribution CO.Broker
September 2006 - December 2008 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.