AD
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 Investment Services, INC.
March 2024 - Present · 1 yr 10 mos
T. Rowe Price Associates, INC.
March 2024 - Present · 1 yr 10 mos
T. Rowe Price Investment Services, INC.Broker
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2020 - February 2024 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
February 2020 - February 2024 · 4 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.