AP
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
Loading...
Advisor Information
Office location
Mount Pleasant, SC
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.
March 2019 - Present · 6 yrs 10 mos
T. Rowe Price Investment Services, INC.
May 2013 - Present · 12 yrs 8 mos
T. Rowe Price Investment Services, INC.Broker
May 2013 - Present · 12 yrs 8 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
September 2018 - March 2019 · 6 mos
T. Rowe Price Advisory Services, INC.
March 2014 - August 2014 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.